Silverpeak Wealth Advisors is an SEC registered investment adviser organized as a limited liability company with a primary office location in Boulder, CO. Its latest Form ADV filing, dated February 25, 2026, reports $177M in regulatory assets under management, 3 employees, and 426 accounts.
Assets Under Management
$177M
Employees
3
Offices
--
Total Clients
133
Primary office
BOULDER, CO
OFFICES AT THE HIGHLAND CITY CLUB, 885 ARAPAHOE AVE, BOULDER, CO, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 57.9% of total clients.
Top client categories% of clientsClients
1
Individuals
57.9%
77
2
HNWI
42.1%
56
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$177Mas of February 25, 2026
Discretionary100.0%
$177M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$177M
Total Accounts426
10Y AUM Change+$67M (+60.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees3
Clients per Employee44:1
10Y Employee Change-1 (-25.0%)
* 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.