This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- LPL Financial ยท Merrill Lynch
- Clients
- Retail and Institutional
- Platforms
- Available
- 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.
Team overview
Insights
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
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%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,357,202 | -- |
| Non-Discretionary | $16,231,977 | -- |
| Total | $98,589,179 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
Continue browsing