Peakvalley Wealth, LLC
● SEC registered since 2025CRD 165542SEC# 801-132121Roanoke, VA
Reg. AUM
$130.3M
Employees
4
Accounts
481
Location
Roanoke, VA
Peakvalley Wealth, LLC assets under management
Peakvalley Wealth, LLC operates as an SEC-registered investment adviser based in Roanoke, VA. The firm has been registered since 2025. It reports $130.3 million in regulatory assets under management and employs 4 people.
Peakvalley Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Benjamin William Shrader Control | Managing Member | Over 75% | 2012 |
| Erin Melissa Muterspaugh | Chief Compliance Officer | Under 5% | 2025 |
Frequently asked questions
How much does Peakvalley Wealth, LLC manage?
Peakvalley Wealth, LLC reports $130.3 million in regulatory assets under management on its Form ADV.
How many employees does Peakvalley Wealth, LLC have?
Peakvalley Wealth, LLC reports 4 employees.
Where is Peakvalley Wealth, LLC located?
Peakvalley Wealth, LLC is based in Roanoke, VA and has been SEC-registered since 2025.
Does Peakvalley Wealth, LLC disclose fund performance?
Peakvalley Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| 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 |
Regulatory AUM
$130.3M▲ 21%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 87%
Larger than 13% of 16,271 advisers
EmployeesTop 69%
More than 31% of 16,825 advisers
Assets under management
$130.3Mregulatory AUM
Discretionary $125.6MNon-discretionary $4.7M