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).
Total Assets Under Management41MILLION
Total Number of Accounts254ACCOUNTS
Average Account Value$160,015
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
Helen Sipsas (CRD# 5048683) is an Investment Advisor Representative working at Peak Wealth Advisors, Inc. in San Luis Obispo, CA and has over 11 years of experience in the finance industry.
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.