SILVERPEAK WEALTH ADVISORS
SEC RegisteredFinding a good advisor is like finding a good mattress….
About the firm
SilverPeak Wealth is a Boulder-based investment manager and financial planner that delivers the experience, know-how, and personalized service to help clients succeed. Advisors at SilverPeak Wealth are fiduciaries, and the firm operates on a strict fee-only basis. SilverPeak Wealth does not sell products or work for commissions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, retirement and financial planning, tax planning and retirement income solutions, and life transition planning covering inheritance, divorce, or death of a spouse. The firm diversifies across global stocks, bonds, and real estate.
Who they serve
Clients whose investment portfolio exceeds $1,000,000.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 77 | $20M |
| High Net Worth Individuals | 56 | $157M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| $1,000,001 - $5,000,000 | 0.75% |
| $5,000,001 and above | 0.50% |
Data as of February 25, 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. SILVERPEAK WEALTH ADVISORS 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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