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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Transamerica
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 08-08-2023
- Office Locations
- 1
Office Locations
About Eight Peaks Wealth Management
Eight Peaks Wealth Management is an independent, fee-only fiduciary in Parker, CO serving successful professionals and high-net-worth families nearing retirement. The firm focuses on tax-efficient retirement and legacy planning through its LEGACYSCULPT(R) framework, integrating investment management with tax, estate, and insurance planning. Through sister firm Polzin Integrated Tax, it can coordinate tax return preparation and filing; led by founder Brett R. Polzin, CFP(R), EA.
Reported data analysis
What the numbers show
Of the latest reported AUM, 56.8% is discretionary and 43.2% is non-discretionary.
The firm reports 1 advisory representatives and 20 clients, or 20 clients per representative. That equates to $110.0K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on April 1, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
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- Client Personas
- Custodian
- Investment Themes
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- Services
- Technology
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Owner & Executives
Brett RICHARD Polzin
Chief Compliance Officer, FOUNDER
- CRD
- #6198165
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,250,000 | -- |
| Non-Discretionary | $950,000 | -- |
| Total | $2,200,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Eight Peaks Wealth Management has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.