A complete list of active advisors currently associated with BadgerPeak Wealth LLC

Warmer can help you find a great advisor at BadgerPeak Wealth LLC or one who fits your needs even better.

BadgerPeak Wealth LLC serves individuals, high-net-worth individuals, and charitable organizations, providing wealth management that includes discretionary portfolio management for individual clients and standalone financial planning. The firm is fee-only, recently registered in 2026, and currently reports no assets under management or active SEC-registered advisors. The firm’s investment process combines passive and active management within a Modern Portfolio Theory framework and uses a mix of fundamental, technical, cyclical, and charting analysis to establish asset allocation and select funds or securities aligned with client goals and risk tolerance. Financial planning is offered at the client’s election as a written plan addressing topics such as net worth, cash flow, retirement planning, tax strategies, risk management, and college savings. Noteworthy for a firm without active registered advisors, BadgerPeak’s brochure discloses that it provides both individual portfolio management and written financial planning—services that are statistically uncommon in this cohort—while also stating it does not act as a private fund adviser. The firm’s principal fills multiple firm roles and brings prior institutional asset-management experience and volunteer oversight of a nonprofit investment fund, and the firm requires clients to maintain custody at its recommended institutional custodian.

To learn more about the advisors currently working at BadgerPeak Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Roy Freeman	Richland, WA	19

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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

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