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Eight Peaks Wealth Management

Eight Peaks Wealth Management. CRD 327701

E

CRD: 327701

Eight Peaks Wealth Management

Parker, CO
7204819300
www.eightpeakswealth.com
$2.2M Total AUM
$1.3M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
2 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company · Fidelity/NFS · Transamerica
Clients
Retail
Platforms
EmberPioneer +more
Established Date
08-08-2023
Office Locations
1

Office Locations

-- Parker CO

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.

Team overview

-- AVG AGE
$2.2M AVG AUM / ADVISOR
$110.0K AVG AUM / CLIENT
2.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
2yrs Firm Age

Insights

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Asset Classes

Zenith Delta

Client Personas

Signal Insight Vertex

Custodian

Vital Peak Vector Capital Frontier Delta Ridge

Investment Themes

Fusion Radial bridge Oak Frontier alpha Oak legacy Fusion zenith

Investment Vehicles

Radial Optima

Services

Frontier delta Meridian Optima pathway Quantum insight Beacon frontier North catalyst Focus alpha Catalyst Matrix Oak Alpha prime Vital

Technology

Signal insight Horizon timber Horizon frontier Delta Frontier

Owner & Executives

Brett RICHARD Polzin

Brett RICHARD Polzin

Chief Compliance Officer, FOUNDER

CRD
#6198165
Ownership
75% or more
(687) 265-4432
matrix.ridge@peakcapital.com
in linkedin.com/in/foundation-insight

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary

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

Total SMA Asset: $2,200,000

$2.2M Total SMA
Equity - Exchange:
100.0%
Asset class Assets Assets %
Equity - Exchange $5,718,863,974 100.0%
Total $5,718,863,974 100.0%

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