SilverPeak Wealth Advisors provides portfolio management for individuals and small businesses and selecting other managers.
SilverPeak Wealth Advisors reports 133 clients. They include 77 individual clients and 56 high-net-worth individuals. Of its assets, 100.0% ($177M across 426 accounts) are managed with discretion.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 58% | 11% |
| High-net-worth individuals | 42% | 89% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 77 | $20.4M | 11.5% | $265K |
| High-net-worth individuals | 56 | $157M | 88.5% | $2.8M |
| Total | 133 | $177M | 100% | $1.33M |
- Clients
- 77
- Regulatory AUM
- $20.4M
- AUM share
- 11.5%
- Avg. per client
- $265K
- Clients
- 56
- Regulatory AUM
- $157M
- AUM share
- 88.5%
- Avg. per client
- $2.8M
Total
- Clients
- 133
- Regulatory AUM
- $177M
- AUM share
- 100%
- Avg. per client
- $1.33M
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
SilverPeak Wealth Advisors charges 0.50%–1.00% a year for its Asset-Based Fees for Portfolio Management. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000.
Fee details and sources
Henry Nicholson owns 50% to 75% of SilverPeak Wealth Advisors. The leadership team of SilverPeak Wealth Advisors includes President Henry Nicholson and Chief Compliance Officer Kirsten Roeber. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Silverpeak Wealth Advisors, LLC
Henry Nicholson
Control person · since September 2018
- Owns 50% to 75% of Silverpeak Wealth Advisors, LLC
Kirsten Roeber
Control person · since September 2018
SilverPeak Wealth Advisors’ regulatory assets grew 1.6× from $114M (March 2021) to $177M (February 2026); clients were 133 in both filings and employees fell from 4 to 3.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Feb 2026February 2026 | $177M | 133 | 3 | 1 |
| Apr 2025April 2025 | $164M | 144 | 4 | 1 |
| Mar 2024March 2024 | $151M | 144 | 4 | 1 |
| Feb 2023February 2023 | $136M | 140 | 4 | 1 |
| Apr 2022April 2022 | $151M | 137 | 3 | 1 |
| Mar 2021March 2021 | $114M | 131 | 4 | 1 |
Besides its headquarters, SilverPeak Wealth Advisors has 0 offices, with 1 listed address in 1 state.
Colorado · 1 listed address
- Offices at the Highland City Club, 885 Arapahoe Ave, BoulderHQ
Contact and registration details
- Legal name
- Silverpeak Wealth Advisors, LLC
- Headquarters
- Offices at the Highland City Club, 885 Arapahoe Ave, Boulder, CO 80302
- Website
- silverpeakwealth.com
- Phone
- 720-465-5055
- @silverpeak-wealth
- SEC file
- 801-118225
- Structure
- Colorado LLC
- Fiscal year end
- December
SilverPeak Wealth Advisors’ named custodian for separately managed accounts is Charles Schwab ($177M). SilverPeak Wealth Advisors has custody of $30.7M for 35 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $177M100%
At year end, SilverPeak Wealth Advisors’ separately managed accounts were mostly in funds (63%) and stocks (27%).
What the accounts hold
- Stocks27%
- Non-exchange-traded equities18%
- Exchange-traded equities9%
- Funds63%
- Bonds5%
- State and local bonds4%
- U.S. government and agency bonds1%
- Cash4%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does SilverPeak Wealth Advisors have?
SilverPeak Wealth Advisors has 133 clients and manages $177 million for them, as of February 2026. They include 77 individual clients and 56 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 25 February 2026
What services does SilverPeak Wealth Advisors offer?
SilverPeak Wealth Advisors provides portfolio management for individuals and small businesses and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does SilverPeak Wealth Advisors charge?
SilverPeak Wealth Advisors charges 0.50%–1.00% a year for its Asset-Based Fees for Portfolio Management. The fee is billed in advance, is negotiable and requires an account of at least $1,000,000.
Source: ADV PART 2A/B - SILVERPEAK WEALTH ADVISORS, filed 25 February 2026
Which custodians does SilverPeak Wealth Advisors use?
SilverPeak Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $177M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 25 February 2026
How many financial advisors does SilverPeak Wealth Advisors have?
SilverPeak Wealth Advisors has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does SilverPeak Wealth Advisors invest in?
At the end of its last fiscal year, SilverPeak Wealth Advisors’ separately managed accounts held 63% registered funds (mutual funds, ETFs, BDCs), 18% non-exchange-traded equities, 9% exchange-traded equities, 4% state and local bonds, 4% cash and equivalents and 1% U.S. government and agency bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does SilverPeak Wealth Advisors have a minimum investment?
Yes, SilverPeak Wealth Advisors’ minimum account size for its Asset-Based Fees for Portfolio Management is $1M.
Source: ADV PART 2A/B - SILVERPEAK WEALTH ADVISORS, filed 25 February 2026
Who owns SilverPeak Wealth Advisors?
SilverPeak Wealth Advisors’ direct owners are Henry Nicholson (50% to 75%) and Kirsten Roeber (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 25 February 2026
How does SilverPeak Wealth Advisors get paid?
SilverPeak Wealth Advisors is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact SilverPeak Wealth Advisors?
SilverPeak Wealth Advisors’ main office is at Offices at the Highland City Club, 885 Arapahoe Ave, Boulder, CO 80302. Its phone number is 720-465-5055. Its website is silverpeakwealth.com.
