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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-29-2014
- Office Locations
- 1
Office Locations
About Silverpeak Wealth Advisors
SilverPeak Wealth is a Boulder, CO fee-only RIA and fiduciary serving high-net-worth households (typically $1M+ portfolios) with investment management and holistic planning. Portfolios are diversified across global equities, bonds, and real estate with close risk oversight. The team supports retirement income, tax planning, and guidance through major life transitions, with custody commonly via Charles Schwab.
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Owner & Executives
HENRY MELVILLE NICHOLSON III
Advisor, Co-President
- CRD
- #2369688
- Ownership
- 50% but less than 75%
KIRSTEN ELIZABETH ROEBER
Chief Compliance Officer, Co-President, Financial Professional, PORTFOLIO MANAGER
- CRD
- #6239911
- Ownership
- 50% but less than 75%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $177,373,121 | $416,369 |
| Non-Discretionary | $0 | -- |
| Total | $177,373,121 | $416,369 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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