Peakvalley Wealth, LLC

Peakvalley Wealth, LLC (CRD# 165542) is a financial advisory firm headquartered in Roanoke, VA. They manage $58,207,000 in 366 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
2770 Electric Road, Suite A, Roanoke, VA 24018
http://www.shraderwealth.com
By the Numbers
  • Total Assets Under Management
    58
    MILLION
  • Total Number of Accounts
    366
    ACCOUNTS
  • Average Account Value
    $159,036
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
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.

VA, WV

Financial Advisors at Peakvalley Wealth, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Benjamin Shrader, financial advisor Roanoke VA
Benjamin W. Shrader
CRD#: 5533393
2770 Electric Road, Suite A, Roanoke, VA 24018

Benjamin Shrader (CRD# 5533393) is an Investment Advisor Representative working at Peakvalley Wealth, LLC in Roanoke, VA and has over 14 years of experience in the finance industry. Benjamin Shrader has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Timothy Martin, financial advisor Roanoke VA
Timothy E. Martin
CRD#: 7733064
2770 Electric Road, Suite A, Roanoke, VA 24018

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.

3
Erin Muterspaugh, financial advisor Roanoke VA
Erin M. Muterspaugh
CRD#: 7126963
2770 Electric Road, Suite A, Roanoke, VA 24018

Erin Muterspaugh (CRD# 7126963) is an Investment Advisor Representative working at Peakvalley Wealth, LLC in Roanoke, VA and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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