Peak Investment Advisors, Inc.
● SEC registered since 2024CRD 113967SEC# 801-130549Colorado Springs, CO
Reg. AUM
$234.6M
Employees
2
Accounts
195
Location
Colorado Springs, CO
About Peak Investment Advisors
Peak Investment Advisors is a fee-only registered investment advisory firm providing wealth advisory, comprehensive financial planning, and investment management. It serves affluent individuals, families, businesses, and nonprofits across retirement, estate, insurance, philanthropy, and tax planning with partners.
Summary based on the firm’s website.
Peak Investment Advisors, Inc. assets under management
Peak Investment Advisors, Inc. is a registered investment adviser overseen by the SEC based in Colorado Springs, CO. The firm has been registered since 2024. It reports $234.6 million in regulatory assets under management and employs 2 people.
Peak Investment Advisors, Inc. owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Lisa Anne Mueller | Owner | 5-10% | 2018 |
| Richard Allan Mueller Control | Ceo, Cco, Cfo, Coo, Clo | Over 75% | 1994 |
Frequently asked questions
How much does Peak Investment Advisors, Inc. manage?
Peak Investment Advisors, Inc. reports $234.6 million in regulatory assets under management on its Form ADV.
How many employees does Peak Investment Advisors, Inc. have?
Peak Investment Advisors, Inc. reports 2 employees.
Where is Peak Investment Advisors, Inc. located?
Peak Investment Advisors, Inc. is based in Colorado Springs, CO and has been SEC-registered since 2024.
Does Peak Investment Advisors, Inc. disclose fund performance?
Peak 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 | 5825 Delmonico Drive, Suite 310, Colorado Springs, CO 80919 |
| Phone | 719-260-6475 |
| Fax | 719-260-0660 |
| Office hours | 9a.m.--5p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | Yes |
Regulatory AUM
$234.6M▲ 68%
Mar '25Form ADV, monthlySep '26
How this firm compares
Regulatory AUMTop 70%
Larger than 30% of 16,369 advisers
EmployeesTop 86%
More than 14% of 16,804 advisers
Assets under management
$234.6Mregulatory AUM
Discretionary $152.9MNon-discretionary $81.7M