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SILVERPEAK WEALTH ADVISORS, LLC

B62
CRD 170732·SEC 801-118225·BOULDER, CO
AUM
$177.4M
$100M-$500M
Est. Revenue
$1.8M
@ 1% on AUM
Est. EBITDA
$532K
@ 30% margin
Est. Deal Value
$4.3M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
SILVERPEAK WEALTH ADVISORS, LLC
CRD
170732
SEC file #
801-118225
EIN
—
DBA names
Silverpeak Wealth Advisors

Economics

AUM
$177.4M
AUM band
$100M-$500M
AUM trajectory
'21'26
$110.6M → $177.4M▲ +60%
Client mix
Individuals Other77
Individuals High Net Worth56

Operations

Employees (total)
3
Advisory staff (per ADV)
2
Advisory staff (5-yr trend)
'21'26
3 advisors → 2 advisors▼ -33%
Primary office
BOULDER CO
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Portfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUM

Filings

Latest ADV filing
02/25/2026
ADV-W filed at
—
Website
silverpeakwealth.com

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
NICHOLSON, HENRY, MELVILLE
Top Owner Pct
62.5
Top Owner Entity Kind
I
Owner Count
2
Control Persons
NICHOLSON, HENRY, MELVILLE
ROEBER, KIRSTEN, ELIZABETH
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
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
SILVERPEAKWEALTH.COM
Rdap Domain Creation Date
2014-02-11T22:44:05Z
Rdap Firm Age Years
12
Rdap Firm Age Band
10-20y
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

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.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
2
Bc Firm IAR Count
2
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Rdap Domain Expiration Date
2027-02-11T22:44:05Z
Rdap Domain Last Changed
2026-02-12T16:01:08Z
Rdap Nameservers
Ns71.domaincontrol.comNs72.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Top Owner CRD
2369688
Trust Company Affiliate
No

People (2)

2
NICHOLSON, HENRY, MELVILLE
IAR · Direct Owner · 62.5%
2369688
ROEBER, KIRSTEN, ELIZABETH
IAR · Direct Owner · 62.5%
6239911