RIA Intel›Advisers›Missouri›PEAKVIEW STRATEGIES, LLC

PEAKVIEW STRATEGIES, LLC

Advisory

MO

Data as of Jun 10, 2026 · Source: SEC Form ADV

Average account

$223K

across 81 accounts

AUM per adviser

$18M

1 advisers

Source: SEC Form ADV. Figures as filed Jun 10, 2026.

Total AUM

$18M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$18M

Discretionary AUM$18M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients25

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMO

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

25 clients

7 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in MO

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

FLATTERY WEALTH MANAGEMENT, LLC

NORTH KANSAS CITY, MO

$17M

HEFFERNAN & ASSOCIATES, INC.

$19M

FIDUCIARY TRUST PRIVATE WEALTH COUNSEL LLC

SPRINGFIELD, MO

$19M

MIKE WOLTERS & ASSOCIATES, LTD.

$19M

RISING TIDE WEALTH ADVISORY SOLUTIONS LLC

$19M

ACTIVE WEIGHTING ADVISORS LLC

CAPE GIRARDEAU, MO

$19M

Get the full picture on PEAKVIEW STRATEGIES, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track PEAKVIEW STRATEGIES, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans