Est. Revenue
$2.3M
@ 1% on AUM
Est. EBITDA
$704K
@ 30% margin
Est. Deal Value
$5.6M
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
PEAK INVESTMENT ADVISORS, INC.
Economics
AUM trajectory
'25'26
$139.6M → $234.6M▲ +68%
Client mix
| Individuals High Net Worth | 25 |
| Individuals Other | 14 |
| Charitable Organizations | 1 |
Operations
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'25'26
1 advisors → 1 advisors▬ 0%
Primary office
COLORADO SPRINGS CO
Custodian & Brokerage
Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsOther Advisory Services
Filings
Latest ADV filing
03/25/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
MUELLER, RICHARD, ALLAN
Control Persons
MUELLER, RICHARD, ALLAN
MUELLER, LISA, ANNE
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Rdap Domain
PEAKINVESTMENTADVISORS.COM
Rdap Domain Creation Date
2004-03-26T17:55:48Z
Rdap Registrar
Tucows Domains Inc.
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
Form 5500 Total Compensation
24,173
Form 5500 Compensation Trajectory 3y
Form 5500 Plan Count Trajectory 3y
Schedule C Total Compensation
24,173
Schedule C Service Provider Rows
1
Compliance & brand
Firm Registration Status
active
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.
Rdap Domain Expiration Date
2027-03-26T16:55:48Z
Rdap Domain Last Changed
2026-03-11T17:09:27Z
Rdap Nameservers
Dns1.p04.nsone.netDns2.p04.nsone.netDns3.p04.nsone.netDns4.p04.nsone.net
Rdap Secure Dns Enabled
No
Rdap Status
Client Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No
