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).

Current Firm Details
2762 Electric Road, Suite C, Roanoke, VA 24018
https://www.peakvalleywealth.com
By the Numbers
  • Total Assets Under Management
    86
    MILLION
  • Total Number of Accounts
    414
    ACCOUNTS
  • Average Account Value
    $206,780
Compensation Options
  • A percentage of assets under your management
  • 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
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 Princeton WV
Benjamin W. Shrader
CRD#: 5533393
1604 West Main St., Suite 4, Princeton, WV 24740

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.

2
Timothy Martin, financial advisor Roanoke VA
Timothy E. Martin
CRD#: 7733064
2762 Electric Road, Suite C, 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 Princeton WV
Erin M. Muterspaugh
CRD#: 7126963
1604 West Main St., Suite 4, Princeton, WV 24740

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.

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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