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PACIFIC PEAK ADVISORS, LLC

KETCHUM, ID · CRD 326711 · IAPD ↗ · pacificpeakadvisors.com · 949-737-2626

$223.7MRegulatory AUM
2Advisory reps
2Employees
0Clients
101-250Planning clients
0Private funds
4States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

65
April 2026 — PACIFIC PEAK ADVISORS, LLC now reports custody of client assets ($151,000).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
70
February 2024 — PACIFIC PEAK ADVISORS, LLC reports 101-250 financial-planning clients, up from 0.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

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