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  2. Peak Wealth Advisors, Inc.

Filings through Oct 24, 2026.

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Peak Wealth Advisors, Inc.

EIN 46-3084074-investment management-Latest filing 2025
Plans
1
Retirement
1
$1.9M assets
Welfare
0
Participants
5
1493 HIGUERA ST - SAN LUIS OBISPO, CA 934012915805-233-7011peakwealth.comLinkedIn1-10 employeesinvestment management
Plans on this EIN
1 filing
#001401(k)-$1.9M - 5 part

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Retirement#001

PEAK WEALTH ADVISORS, INC. 401(K) PLAN

401(k)

Assets$1.9M
Participants5
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Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
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Retirement plans1

Plan #NameTypeAssetsParticipantsLatest year
001PEAK WEALTH ADVISORS, INC. 401(K) PLAN401(k)$1.9M52025
Retirement plans
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