Silverpeak Wealth Advisors

Silverpeak Wealth Advisors (CRD# 170732) is a financial advisory firm headquartered in Boulder, CO. They manage $150,756,887 in 503 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    151
    MILLION
  • Total Number of Accounts
    503
    ACCOUNTS
  • Average Account Value
    $299,715
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • 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.

CO, TX

Financial Advisors at Silverpeak Wealth Advisors
Showing 1 - 3 of 3 top financial advisors.
1
Margaret E. Jacques
CRD#: 2548651
Offices At The Highland City Club, 885 Arapahoe Ave, Boulder, CO 80302

Margaret Jacques (CRD# 2548651) is an Investment Advisor Representative working at Silverpeak Wealth Advisors in Boulder, CO and has over 29 years of experience in the finance industry.

2
Henry M. Nicholson
CRD#: 2369688
Offices At The Highland City Club, 885 Arapahoe Ave, Boulder, CO 80302

Henry Nicholson (CRD# 2369688) is an Investment Advisor Representative working at Silverpeak Wealth Advisors in Boulder, CO and has over 30 years of experience in the finance industry.

3
Kirsten E. Roeber
CRD#: 6239911
Offices At The Highland City Club, 885 Arapahoe Ave, Boulder, CO 80302

Kirsten Roeber (CRD# 6239911) is an Investment Advisor Representative working at Silverpeak Wealth Advisors in Boulder, CO and has over 10 years of experience in the finance industry.

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