Updated:Jun 3, 2026

PEAK FINANCIAL GUIDANCE LLC

PEAK FINANCIAL GUIDANCE LLC is an SEC-registered investment adviser in GREENWOOD VILLAGE, CO. The firm manages approximately $89 million in regulatory assets.

PEAK FINANCIAL GUIDANCE LLC

PEAK FINANCIAL GUIDANCE LLC is an SEC-registered investment adviser in GREENWOOD VILLAGE, CO. The firm manages approximately $89 million in regulatory assets. It has 4 employees and 4 investment advisers.

General information

Firm type

other

Location

Region

North America

What services does PEAK FINANCIAL GUIDANCE LLC provide?

Public records indicate the firm offers financial guidance or advisory services, but no detailed service list is available. The firm's name suggests a focus on wealth management or financial planning, but this cannot be confirmed without a website or public documentation (per public records).

Who are the principals of PEAK FINANCIAL GUIDANCE LLC?

No named principals are publicly listed for PEAK FINANCIAL GUIDANCE LLC as of mid-2026. Public business filings do not disclose leadership names (per public records).

What is the AUM of PEAK FINANCIAL GUIDANCE LLC?

PEAK FINANCIAL GUIDANCE LLC does not publicly disclose its assets under management. No credible estimates from external sources are available (per public records).

Where is PEAK FINANCIAL GUIDANCE LLC headquartered?

The firm's headquarters location is not publicly identified. Business filings may list a registered address, but no operational headquarters is confirmed (per public records).

Does PEAK FINANCIAL GUIDANCE LLC manage investments or provide advisory services?

Public records do not clarify whether the firm is an investment manager or a pure advisory entity. The name suggests financial guidance, but no investment mandates or advisory contracts are documented in open sources (per public records).

Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: Jun 3, 2026. Continuous refresh with full update cycles at least every 30 days.