Silverpeak Wealth Advisors, LLC
● SEC registered since 2020CRD 170732SEC# 801-118225Boulder, CO
Reg. AUM
$177.4M
Employees
3
Accounts
426
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 $177.4 million in regulatory assets under management and employs 3 people.
Silverpeak Wealth Advisors, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Henry Melville Nicholson Control | Co-President | 50-75% | 2018 |
| Kirsten Elizabeth Roeber Control | Co-President, Portfolio Manager & Chief Compliance Officer | 50-75% | 2018 |
Frequently asked questions
How much does Silverpeak Wealth Advisors, LLC manage?
Silverpeak Wealth Advisors, LLC reports $177.4 million in regulatory assets under management on its Form ADV.
How many employees does Silverpeak Wealth Advisors, LLC have?
Silverpeak Wealth Advisors, LLC reports 3 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
| Address | Offices at the Highland City Club, 885 Arapahoe Ave, Boulder, CO 80302 |
| Phone | (720) 465-5055 |
| Fax | (720) 465-5333 |
| Office hours | 9 a.m. To 5 p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$177.4M▲ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 78%
Larger than 22% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$177.4Mregulatory AUM
Discretionary $177.4M