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PEAKVALLEY WEALTH, LLC

ROANOKE, VA · CRD 165542 · IAPD ↗ · peakvalleywealth.com · 540-904-7969

$130.3MRegulatory AUM
4Advisory reps
4Employees
0Clients
11-25Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

61
March 2026 — PEAKVALLEY WEALTH, LLC reports 11-25 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
95
April 2025 — PEAKVALLEY WEALTH, LLC (ROANOKE, VA) is newly SEC-registered with $107.3M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.