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Silverpeak Wealth Advisors, LLC

● SEC registered since 2020CRD 170732SEC# 801-118225Boulder, CO
Export (members)
Reg. AUM
$163.5M
Employees
4
Accounts
458
Location
Boulder, CO

Silverpeak Wealth Advisors, LLC assets under management

Silverpeak Wealth Advisors, LLC is an SEC-registered investment adviser based in Boulder, CO. The firm has been registered since 2020. It reports $163.5 million in regulatory assets under management and employs 4 people.
silverpeakwealth.comView on SEC.gov ↗

Silverpeak Wealth Advisors, LLC owners & executives

2 reported
NameTitleOwnershipSince
Henry Melville Nicholson ControlCo-President50-75%2018
Kirsten Elizabeth Roeber ControlCo-President, Portfolio Manager & Chief Compliance Officer50-75%2018

Frequently asked questions

How much does Silverpeak Wealth Advisors, LLC manage?

Silverpeak Wealth Advisors, LLC reports $163.5 million in regulatory assets under management on its Form ADV.

How many employees does Silverpeak Wealth Advisors, LLC have?

Silverpeak Wealth Advisors, LLC reports 4 employees.

Where is Silverpeak Wealth Advisors, LLC located?

Silverpeak Wealth Advisors, LLC is based in Boulder, CO and has been SEC-registered since 2020.

Does Silverpeak Wealth Advisors, LLC disclose fund performance?

Silverpeak Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

AddressOffices at the Highland City Club, 885 Arapahoe Ave, Boulder, CO 80302
Phone(720) 465-5055
Fax(720) 465-5333
Office hours9 a.m. To 5 p.m.
SEC regionDenver Regional Office (DRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$163.5M
Non-discretionary$0
Total (RAUM)$163.5M