Peakvalley Wealth, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Roanoke, VA. Its latest Form ADV filing, dated February 9, 2026, reports $130M in regulatory assets under management, 4 employees, 2 offices, and 481 accounts.
Assets Under Management
$130M
Employees
4
Offices
2 offices
Total Clients
169
Primary office
ROANOKE, VA
2762 ELECTRIC ROAD, SUITE C, ROANOKE, VA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 61.5% of total clients.
Top client categories% of clientsClients
1
Individuals
61.5%
104
2
HNWI
29.0%
49
3
Corporations
7.7%
13
4
Irrevocable Trusts/Estates
1.2%
2
5
Charitable
0.6%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$130Mas of February 9, 2026
Discretionary96.4%
$126M
96% of total RAUM96.4%
Non-discretionary3.6%
$5M
4% of total RAUM3.6%
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.
Total AUM$130M
Total Accounts481
10Y AUM Change+$23M (+21.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee42:1
10Y Employee Change0 (0.0%)
* 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.