PEAK AMERICAN INVESTMENT ADVISORS, INC.
SEC RegisteredYour Goals. Your Plans. Our Expertise.
About the firm
Peak American Investment Advisors is a boutique retirement and wealth planning firm with over 125 years of combined expertise, delivering integrated investment advisory services, income solutions, and modern wealth management strategies. The firm anchors every decision to clients' personal goals and pairs investment management with estate coordination to ensure investments, income, and legacy strategies work in harmony.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, retirement tax strategy, estate considerations, insurance coordination, investment advisory services, income solutions, and legacy planning.
Who they serve
America's overachievers — professionals, innovators, and leaders who have built their futures through relentless dedication, described as high net worth families.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 385 | $92M |
| High Net Worth Individuals | 18 | $34M |
0 total clients reported on Form ADV.
Office locations
Advisors at this firm
11 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $250,000 | 1.45% |
| $250,001 - $500,000 | 1.25% |
| $500,001 - $1,000,000 | 1.20% |
| $1,000,001 - $1,500,000 | 1.00% |
| $1,500,001 - $3,000,000 | 0.90% |
| $3,000,001+ | 0.85% |
Data as of January 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PEAK AMERICAN INVESTMENT ADVISORS, INC. 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.