Peak Wealth Advisors, Inc.
Peak Wealth Advisors, Inc. (CRD# 149922) is a financial advisory firm headquartered in San Luis Obispo, CA. They manage $86,672,733 in 393 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Peak Wealth Advisors, Inc.
By the Numbers
-
Total Assets Under Management87MILLION
-
Total Number of Accounts393ACCOUNTS
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Average Account Value$220,541
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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Peak Wealth Advisors, Inc.
1
Donald Ramirez (CRD# 2622554) is an Investment Advisor Representative working at Peak Wealth Advisors, Inc. in San Luis Obispo, CA and has over 28 years of experience in the finance industry.
2
Helen Sipsas (CRD# 5048683) is an Investment Advisor Representative working at Peak Wealth Advisors, Inc. in San Luis Obispo, CA and has over 17 years of experience in the finance industry.
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