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Peakvalley Wealth, LLC

Peakvalley Wealth, LLC. CRD 165542

Peakvalley Wealth, LLC logo

CRD: 165542

Peakvalley Wealth, LLC

Roanoke, VA, 24018
5409047969
peakvalleywealth.com
$130.3M Total AUM
$125.6M Disc. AUM
-- 3Y CAGR
4 Employees
169 ADV. Clients
13 yrs Firm Age

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Firm Details

Custodian
Charles Schwab & Company ยท T. Rowe Price
Clients
Retail and Institutional
Platforms
InsightTimber
Established Date
10-02-2012
Office Locations
2

Office Locations

242 Main Street Tazewell VA
2762 Electric Road Suite C Roanoke VA

About Peakvalley Wealth, LLC

PeakValley Wealth is an independent, SEC-registered RIA serving individuals, families, and businesses across Southwest Virginia and Southern West Virginia (Roanoke, Tazewell, Princeton). The firm delivers financial planning and investment management and supports business owners with corporate retirement plans for employers and employees, with insurance solutions available via an affiliated agency. Custody relationships include Charles Schwab.

Team overview

37 AVG AGE
$32.6M AVG AUM / ADVISOR
$770.8K AVG AUM / CLIENT
6.3 yrs AVG TENURE
4 Employees
4 Advisory Reps
4 RIA Reps
13yrs Firm Age

Insights

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Asset Classes

Oak quantum Delta

Client Personas

Oak horizon

Custodian

Prime alpha Momentum Zenith Signal Capital oak

Investment Themes

Momentum capital Glacier Quantum

Investment Vehicles

Summit

Services

Value Delta pathway Meridian Crest Momentum Quantum vector Value timber North oak

Technology

Vertex ember Vital

Owner & Executives

BENJAMIN WILLIAM SHRADER

BENJAMIN WILLIAM SHRADER

Financial Advisor, General Partner, Managing Member

CRD
#5533393
Ownership
75% or more
(360) 679-6777
matrix.pathway@primecapital.com
in linkedin.com/in/delta-harbor
Erin Melissa Muterspaugh

Erin Melissa Muterspaugh

Chief Compliance Officer, Director

CRD
#7126963
Ownership
Less than 5%
(475) 952-1219
delta.pioneer@insightcapital.com
in linkedin.com/in/harbor-radial

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Contacts

Z

Zachary Todd Cline

--

CRD
#8044823
(850) 444-1652
vital.foundation@pathwaycapital.com
in linkedin.com/in/meridian-atlas
Timothy Edward Martin

Timothy Edward Martin

Financial Services Representative

CRD
#7733064
(507) 690-4336
focus.vector@ridgecapital.com
in linkedin.com/in/focus-beacon

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
10-22-2025
02-09-2026
Category Assets AVG. Account size
Discretionary $125,560,000 $321,949
Non-Discretionary $4,710,000 $51,758
Total $130,270,000 $270,832

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Separately Managed Accounts

Total SMA Asset: $130,270,000

$130.3M Total SMA
Public Funds:
8.4%
Equity - Exchange:
7.3%
Cash:
15.4%
Corporate - Investment Grade:
14.3%
Equity - OTC:
6.8%
Municipal Bonds:
10.8%
Private Funds:
18.6%
U.S. Government/Agency:
18.4%
Asset class Assets Assets %
Public Funds $31,861,035 8.4%
Equity - Exchange $27,688,757 7.3%
Cash $58,411,898 15.4%
Corporate - Investment Grade $54,239,620 14.3%
Equity - OTC $25,792,267 6.8%
Municipal Bonds $40,964,188 10.8%
Private Funds $70,549,436 18.6%
U.S. Government/Agency $69,790,840 18.4%
Total $379,298,041 100.0%

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