Peakvalley Wealth, LLC
Peakvalley Wealth, LLC (CRD# 165542) is a financial advisory firm headquartered in Roanoke, VA. They manage $85,607,000 in 414 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management86MILLION
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Total Number of Accounts414ACCOUNTS
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Average Account Value$206,780
- A percentage of assets under your management
- 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)
VA, WV
Benjamin Shrader (CRD# 5533393) is an Investment Advisor Representative working at Peakvalley Wealth, LLC in Princeton, WV and has over 15 years of experience in the finance industry.
Timothy Martin (CRD# 7733064) is an Investment Advisor Representative working at Peakvalley Wealth, LLC in Roanoke, VA and has 1 year of experience in the finance industry.
Erin Muterspaugh (CRD# 7126963) is an Investment Advisor Representative working at Peakvalley Wealth, LLC in Princeton, WV and has over 4 years of experience in the finance industry.