SILVERPEAK WEALTH ADVISORS

Offices At The Highland City Club
885 Arapahoe Ave
Boulder, Colorado 80302
Tel: (720) 465-5055

About SILVERPEAK WEALTH ADVISORS

SILVERPEAK WEALTH ADVISORS, formally registered with the SEC as SILVERPEAK WEALTH ADVISORS. The firm was established in 03/16/2020. They have over 1 offices throughout the country.

SILVERPEAK WEALTH ADVISORS is a Boulder, Colorado based Financial Planning firm with nearly $150,756,887 assets under management, offering retirement planning & investment advisory services to 503 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170732
SEC#	801-118225
Assets Managed by Firm	$150,756,887
No. of Clients	503
No. of Advisors	4

Fee Structure

A percentage of AUM

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	503	$150,756,887
Individuals (other than high net worth individuals)	91	$25,105,171
High net worth individuals	53	$125,651,716

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