Peak American Investment Advisors, Inc.
● SEC registered since 2025CRD 145056SEC# 801-133891Plano, TX
Reg. AUM
$162.1M
Employees
10
Accounts
700
Location
Plano, TX
About Peak American Investment Advisors
Peak American Investment Advisors is a fiduciary firm providing wealth management, retirement tax strategy, insurance coordination, retirement income, and estate and legacy planning. It guides families through major financial decisions with confidence toward their financial summit.
Summary based on the firm’s website.
Peak American Investment Advisors, Inc. assets under management
Peak American Investment Advisors, Inc. is an SEC-registered investment adviser based in Plano, TX. The firm has been registered since 2025. It reports $162.1 million in regulatory assets under management and employs 10 people.
Peak American Investment Advisors, Inc. owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lori Anne Dunn | Director, Chief Compliance Officer, Secretary | Under 5% | 2020 |
| Matthew Wade McIntyre Control | President | Under 5% | 2021 |
| Peak American Financial Companies Control | Parent Company | Over 75% | 2019 |
| Matthew Wade McIntyre Control | Shareholder, Director, Ceo | Over 75% | 2019 |
Frequently asked questions
How much does Peak American Investment Advisors, Inc. manage?
Peak American Investment Advisors, Inc. reports $162.1 million in regulatory assets under management on its Form ADV.
How many employees does Peak American Investment Advisors, Inc. have?
Peak American Investment Advisors, Inc. reports 10 employees.
Where is Peak American Investment Advisors, Inc. located?
Peak American Investment Advisors, Inc. is based in Plano, TX and has been SEC-registered since 2025.
Does Peak American Investment Advisors, Inc. disclose fund performance?
Peak American Investment Advisors, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2400 Dallas Parkway, Ste 100, Plano, TX 75093 |
| Phone | 972-212-9292 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$162.1M▲ 61%
Jun '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 81%
Larger than 19% of 16,369 advisers
EmployeesTop 40%
More than 60% of 16,804 advisers
Assets under management
$162.1Mregulatory AUM
Discretionary $162.1M