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PeakValley Wealth, LLC

EST. AUM
$130,270,000

CONTACTS
3

CLIENT ACCOUNTS
481

Firm Details

Metro area Charlottesville
CRD Number 165542
Website peakvalleywealth.com
Client types

Overview

PeakValley Wealth is an independent wealth management firm based in Roanoke, Virginia, with additional offices in Princeton, West Virginia, and Tazewell, Virginia. Founded in 2012 by Ben Shrader, the firm specializes in providing personalized financial planning and investment advisory services to individuals, families, and businesses across Southwest Virginia and Southern West Virginia. The name "PeakValley" reflects the firm's regional roots in the Blue Ridge and Appalachian Mountains, symbolizing the highs and lows inherent in both life and investing. The firm emphasizes long-term client relationships, transparency, and a disciplined investment approach.

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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