Peak Asset Management, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Louisville, CO. Its latest Form ADV filing, dated March 12, 2026, reports $1.0B in regulatory assets under management, 16 employees, and 1,119 accounts.
Assets Under Management
$1.0B
Employees
16
Offices
--
Total Clients
342
Primary office
LOUISVILLE, CO
1371 E. HECLA DRIVE, SUITE A, LOUISVILLE, CO, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 62.9% of total clients.
Top client categories% of clientsClients
1
HNWI
62.9%
215
2
Individuals
34.5%
118
3
Charitable
2.6%
9
Categories with <5 clients
Corporations or other businesses not listed above<5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.0Bas of March 12, 2026
Discretionary99.3%
$1.0B
99% of total RAUM99.3%
Non-discretionary0.7%
$7M
1% of total RAUM0.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$1.0B
Total Accounts1,119
10Y AUM Change+$528M (+109.3%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee21:1
10Y Employee Change+6 (+60.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.