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Peakvalley Wealth
PEAKVALLEY WEALTH, LLC is an SEC-registered investment adviser in Roanoke, VA, registered since 2025. The firm manages $130 million in assets, $126 million...
Overview
PEAKVALLEY WEALTH, LLC is an SEC-registered investment adviser in Roanoke, VA, registered since 2025. The firm manages $130 million in assets, $126 million on a discretionary basis. It has 4 employees and 4 investment advisers.
General information
Firm type
Multi Family Office
Frequently asked questions
Who runs investment decisions at Peakvalley Wealth?
No principals or investment committee members are publicly named for Peakvalley Wealth. The firm does not list a team on any publicly accessible channels. Without this information, it is unclear who directs investment strategy.
What asset classes does Peakvalley Wealth invest in?
No asset class allocations are publicly disclosed. Typical multi-family offices of comparable opacity allocate across public equities, fixed income, private equity, real estate, and alternative investments. This speculation cannot be confirmed with current data.
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