SourcingSourcing

PEAKVALLEY WEALTH, LLC

B54
CRD 165542·SEC 801-132121·ROANOKE, VA
AUM
$130.3M
$100M-$500M
Est. Revenue
$1.3M
@ 1% on AUM
Est. EBITDA
$391K
@ 30% margin
Est. Deal Value
$3.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PEAKVALLEY WEALTH, LLC
CRD
165542
SEC file #
801-132121
EIN
—
DBA names
—

Economics

AUM
$130.3M
AUM band
$100M-$500M
AUM trajectory
'25'26
$126.9M → $130.3M▲ +3%
Client mix
Individuals Other104
Individuals High Net Worth49
Corporations13
Other2
Charitable Organizations1

Operations

Employees (total)
4
Advisory staff (per ADV)
4
Advisory staff (5-yr trend)
'25'26
4 advisors → 4 advisors▬ 0%
Primary office
ROANOKE VA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPension consultingSelection of other advisers
Fee basis
% of AUMHourly charges

Filings

Latest ADV filing
02/09/2026
ADV-W filed at
—
Website
peakvalleywealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
SHRADER, BENJAMIN, WILLIAM
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
SHRADER, BENJAMIN, WILLIAM
Muterspaugh, Erin, Melissa
Solo Advisor Indicator
No
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
ok
Rdap Domain
PEAKVALLEYWEALTH.COM
Rdap Domain Creation Date
2022-11-16T20:05:34Z
Rdap Firm Age Years
4
Rdap Firm Age Band
<5y
Rdap Registrar
GoDaddy.com, LLC

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.3249
Soi Zip Pct 200k Plus
0.1051
Soi Zip Returns 200k Plus
2080
Soi Zip Total AGI
2,172,868
Fdic Zip Total Deposits
23,365,221,000
Fdic Zip Branch Count
498
Fdic Zip Top Banks
Wells Fargo Bank, National Association
SunTrust Bank

Compliance & brand

Firm Registration Status
active

All other collected signals (24)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
4
Bc Firm IAR Count
4
Custodian Candidates
Full
Charles Schwab6
E*trade4
Fdic Zip Branches Raw
Signet Bank-VirginiaRoanoke, VA
The Bank of FloydRoanoke, VA
Fdic Zip HHI
677.7
Fdic Zip Top Bank Share Pct
16.31
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Rdap Domain Expiration Date
2026-11-16T20:05:34Z
Rdap Domain Last Changed
2024-11-17T14:31:40Z
Rdap Nameservers
Ns51.domaincontrol.comNs52.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI52,581
Returns4,360
Stub 2
AGI146,346
Returns3,960
Stub 3
AGI180,308
Returns2,920
Soi Zip Total Business Income
49,798
Soi Zip Total Cap Gains
200,761
Soi Zip Total Dividends
75,699
Soi Zip Total Returns
19,790
Top Owner CRD
5533393
Trust Company Affiliate
No

People (4)

4
SHRADER, BENJAMIN, WILLIAM
IAR · Direct Owner · 87.5%
5533393
Muterspaugh, Erin, Melissa
IAR · Executive Officer · 2.5%
7126963
Timothy Edward Martin
IAR
7733064
Zachary Todd Cline
IAR
8044823