Peakvalley Wealth, Llc
- Regulatory AUM
- $130M
- Discretionary
- $126M
- Clients
- 169
- Avg AUM / client
- $771K
- Accounts
- 481
- Employees
- 4
AUM over time
Annual snapshots from Form ADV filings · as of Feb 09, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 104 | $31.8M | 24.4% |
| High net worth individuals | 49 | $75.5M | 58.0% |
| Charitable organizations | 1 | $263K | 0.2% |
| Corporations and other businesses | 13 | $21.3M | 16.3% |
| Other | 2 | $1.4M | 1.07% |
People (4)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Benjamin William Shrader | Registered representative | CFP | Oct 2012 (14y) | |
| Erin Melissa Muterspaugh | Registered representative | Jun 2019 (7y) | ||
| Timothy Edward Martin | Registered representative | May 2023 (3y) | ||
| Zachary Todd Cline | Registered representative | Feb 2025 (1y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/09/2026 | 1020 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Selection of other advisers
Custody
Reported custodians
- Charles Schwab & Co. $107M (82% of AUM) Feb 2026
- T. Rowe Price Investment Services, Inc. $20.8M (16% of AUM) Feb 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 09, 2026.
View current Form ADV (SEC/IAPD) ↗