# Peak Financial Guidance LLC

> Peak Financial Guidance LLC is a state-registered investment advisory firm in Greenwood Village, CO, registered since 2020, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 16, 2026.

- CRD: 305485
- Filed as: PEAK FINANCIAL GUIDANCE LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Greenwood Village, CO
- Filing period: October 2026
- Form ADV filing dated: February 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305485
- AdvisorCensus page: https://advisorcensus.com/firm/peak-financial-guidance-llc-greenwood-village-co-305485

## Quick answers

**How is Peak Financial Guidance LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Peak Financial Guidance LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Peak Financial Guidance LLC located?**
Peak Financial Guidance LLC's principal office is in Greenwood Village, CO, according to its Form ADV.

**Is Peak Financial Guidance LLC registered with the SEC or a state?**
Peak Financial Guidance LLC is a state-registered investment advisory firm, registered since 2020. Status as filed: APPROVED. CRD 305485.

**How much does Peak Financial Guidance LLC manage?**
Peak Financial Guidance LLC reports $88,516,656 in regulatory assets under management in its Form ADV filing dated February 16, 2026 (100% discretionary).

**What types of clients does Peak Financial Guidance LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (181); high net worth individuals (28).

**Does Peak Financial Guidance LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/305485

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $88,516,656
- Discretionary: $88,516,656
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 181 | $41,802,671 |
| High net worth individuals | 28 | $46,713,985 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2020 (6 years)
- Employees: 4 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [peak.financial](https://peak.financial)
- Facebook @peakfinancialguidance

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Peak Financial Guidance LLC (CRD 305485): Form ADV filing data as of October 2026.