| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin William Shrader Control | Managing Member | Over 75% | 2012 |
| Erin Melissa Muterspaugh | Chief Compliance Officer | Under 5% | 2025 |
Peakvalley Wealth, LLC reports $107.3 million in regulatory assets under management on its Form ADV.
Peakvalley Wealth, LLC reports 4 employees.
Peakvalley Wealth, LLC is based in Roanoke, VA and has been SEC-registered since 2025.
Peakvalley Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 2762 Electric Road, Suite C, Roanoke, VA 24018 |
| Phone | 540-904-7969 |
| Fax | 540-904-7961 |
| Office hours | By Appointment Only |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
| Discretionary | $104.9M |
| Non-discretionary | $2.5M |
| Total (RAUM) | $107.3M |