RIA Intel›Advisers›Colorado›PEAK FINANCIAL GUIDANCE LLC

PEAK FINANCIAL GUIDANCE LLC

Advisory

GREENWOOD VILLAGE, CO

Data as of Feb 16, 2026 · Source: SEC Form ADV

Rank in CO

#563

of 720 advisers by AUM

Average account

$153K

across 580 accounts

AUM per adviser

$22M

4 advisers

Source: SEC Form ADV. Figures as filed Feb 16, 2026.

Total AUM

$89M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$89M

Discretionary AUM$89M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients209

Team

Total Employees4

Investment Advisers4

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

209 clients

28 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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