CRD: 281223
Peak Financial Management, Inc.
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Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 09-29-2015
- Office Locations
- 1
Office Locations
About Peak Financial Management, Inc.
Peak Financial Management is a Colorado-based fiduciary RIA serving clients nationwide with CFP and Certified Kingdom Advisor planners. The firm provides comprehensive financial planning and discretionary investment management, including retirement planning, debt elimination strategies, and charitable giving guidance, with advice aligned to biblical principles (and open to non-Christians). Portfolios often emphasize ETFs and public funds; custody is through Fidelity/NFS.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
Nicholas James Wolverton
Chief Compliance Officer, Financial Advisor, President
- CRD
- #6547199
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Ty William Johnson
Financial Planner
- CRD
- #7347673
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $109,420,824 | $701,416 |
| Non-Discretionary | $0 | -- |
| Total | $109,420,824 | $701,416 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2025
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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