RIA

    Peaks Investment Management

    Registered investment advisor · Cheyenne, Wyoming · CRD #330144

    Assets Under Management
    $59M
    Client Accounts
    1
    Employees
    2
    CRD Number
    330144
    Registration
    STATE Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Peaks Investment Management

    Peaks Investment Management is a registered investment advisory firm headquartered in Cheyenne, Wyoming, managing approximately $59M in regulatory assets across 1 client accounts. The firm's full regulatory record is filed with the SEC under CRD #330144.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Peaks Investment Management's AUM?

    Peaks Investment Management reports approximately $59M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Peaks Investment Management headquartered?

    Peaks Investment Management is headquartered in Cheyenne, Wyoming.

    What is Peaks Investment Management's CRD number?

    Peaks Investment Management's CRD number is 330144. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Peaks Investment Management manage?

    Peaks Investment Management manages approximately 1 client accounts according to its latest SEC filing.

    Is Peaks Investment Management SEC registered?

    Peaks Investment Management is registered as a STATE investment adviser.

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