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Request a Free TrialFirm Details
- Custodian
- LPL Financial ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available in AdvizorPro
- Established Date
- 04-24-2009
- Office Locations
- 1
Office Locations
About Peak Wealth Advisors, Inc.
Peak Wealth Advisors is an independent, fee-only fiduciary RIA providing comprehensive financial planning and portfolio management for individuals and businesses. The team builds diversified, tax-efficient portfolios grounded in Modern Portfolio Theory and Fama-French research, using low-cost index funds, mutual funds and ETFs. Client assets are custodied at LPL Financial, with open-architecture access including DFA institutional funds.
Reported data analysis
What the numbers show
Of the latest reported AUM, 83.5% is discretionary and 16.5% is non-discretionary.
The firm reports 2 advisory representatives and 247 clients, or 123.5 clients per representative. That equates to $399.1K in reported AUM per client.
The profile lists 1 reported office location and 17 years in operation. The source data was last updated on March 30, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Client Personas
- Custodian
- Fund Managers
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Peak Wealth Advisors, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
DONALD HUGO RAMIREZ
Managing Principal, President
- CRD
- #2622554
- Ownership
- 50% but less than 75%
HELEN P SIPSAS
Chief Compliance Officer
- CRD
- #5048683
- Ownership
- 50% but less than 75%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,357,202 | -- |
| Non-Discretionary | $16,231,977 | -- |
| Total | $98,589,179 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Peak Wealth Advisors, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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