Pacific PEAK Advisors, LLC
SEC RegisteredWealth Management S i m p l i f i e d
About the firm
At Pacific Peak Advisors, the focus is to understand clients' goals, concerns, specific family needs, and plans for the future, then prepare a plan to reach those goals while reviewing trajectory on an ongoing basis. The firm provides comprehensive wealth management services, including asset management, retirement planning, tax mitigation strategies, and family wealth protection.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning, investment management (equities, fixed income, mutual funds, ETFs, REITs, precious metals, CDs), business owner support, retirement planning, insurance and protection strategies, and legacy and charitable giving planning.
Who they serve
Individuals, families, and business owners who want personalized guidance to navigate life's financial complexities.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 128 | $35M |
| High Net Worth Individuals | 54 | $177M |
| Charitable Organizations | 4 | $12M |
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of April 29, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Pacific PEAK Advisors, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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