Peak Wealth Advisors, Inc.

Peak Wealth Advisors, Inc. (CRD# 149922) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $40,643,817 in 254 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    254
    ACCOUNTS
  • Average Account Value
    $160,015
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Peak Wealth Advisors, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Helen P. Sipsas
CRD#: 5048683
1177 Marsh Street, Ste. 110, San Luis Obispo, CA 93401
93
Wealthminder
score

Helen Sipsas (CRD# 5048683) is an Investment Advisor Representative working at Peak Wealth Advisors, Inc. in San Luis Obispo, CA and has over 10 years of experience in the finance industry.

2
Donald H. Ramirez
CRD#: 2622554
1177 Marsh Street, Ste. 110, San Luis Obispo, CA 93401
81
Wealthminder
score

Donald Ramirez (CRD# 2622554) is an Investment Advisor Representative working at Peak Wealth Advisors, Inc. in San Luis Obispo, CA and has over 21 years of experience in the finance industry.

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