PeakValley Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$107,354,000
Clients
153
Advisors
4
of 4 employees
About
PeakValley Wealth serves individual and high-net-worth clients, as well as qualified retirement plans and charitable organizations. The firm provides discretionary and non-discretionary investment management, ongoing and one-time financial planning, and ERISA plan services that can include acting as a 3(38) investment manager or as a 3(21) fiduciary.
Investment programs are customized to clients’ goals, time horizons, and risk tolerances using fundamental, technical, and cyclical analysis, with ongoing monitoring, periodic rebalancing, and quarterly reviews that look for opportunities such as tax-loss harvesting. The firm may delegate portfolio management to sub‑advisors for all or part of an account while retaining the overall client relationship and discretionary authority to execute trades.
Compared with many similarly sized teams, the firm combines a small advisory staff and multi‑office presence with the capacity to provide institutional-style ERISA 3(38) services and to include ongoing planning for managed-account clients rather than only offering standalone planning. The brochure discloses affiliated insurance and property businesses (limited time involvement) and the use of broker arrangements, including soft-dollar benefits and sub‑advisor relationships, which the firm identifies and manages under its fiduciary and compliance policies.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.20% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001 - $3,000,000: 0.80% annually $3,000,001+: 0.60% annually
$250 per hour for financial planning services (negotiable).
Fee-only: Financial planning services at $250/hour for clients without assets managed by PVW; hourly rate is negotiable.
Main office
2762 Electric Road, Suite C
Roanoke VA 24018
Advisors at this office
4
Most active in
Louisiana · Virginia · West Virginia
Also doing business as
Bws Advisors LLC · Peakvalley Wealth, LLC · Shrader Investment Company, LLC · Shrader Wealth Advisors, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Zachary C
Series 65
Roanoke, VA
PeakValley Wealth, LLC
Zachary Cline is a financial advisor with PeakValley Wealth, LLC, holding a Series 65 designation and one year of industry experience. Prior to joining the firm, he served in the United States Air Force for three years and currently holds management responsibilities at a dental office. He is also a council member for the Town of Tazewell. PeakValley Wealth serves individual and high-net-worth clients, qualified retirement plans, and charitable organizations, offering customized investment management and financial planning services. The firm utilizes fundamental, technical, and cyclical analysis and may delegate portfolio management to sub-advisors while retaining discretionary authority.
Erin M
Series 65
Roanoke, VA
PeakValley Wealth, LLC
Erin Muterspaugh is a financial advisor at PeakValley Wealth, LLC in Roanoke, VA, holding a Series 65 license with six years of industry experience. She has been involved with PeakValley Wealth since 2018 and holds a minority ownership in Brogdon Machine, Inc. Additionally, she serves as a board member for the nonprofit Run for Donuts 5k and Fun Run in Salem, VA. PeakValley Wealth serves individual and high-net-worth clients, qualified retirement plans, and charitable organizations, offering customized investment management and financial planning services. The firm combines a small advisory team with multi-office capabilities and provides institutional-style ERISA 3(38) services along with ongoing planning for managed-account clients.
Timothy M
Series 65
Roanoke, VA
PeakValley Wealth, LLC
Timothy Martin is a financial advisor at PeakValley Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has previously worked in Christian ministry as a ministry speaker. Martin has been a sole proprietor since 1994. PeakValley Wealth serves individual and high-net-worth clients, qualified retirement plans, and charitable organizations, offering customized investment management and financial planning services. The firm employs a combination of fundamental, technical, and cyclical analysis, with ongoing monitoring and quarterly reviews, and provides institutional-style ERISA 3(38) services alongside ongoing planning for managed-account clients.
Benjamin S
CFP®, Series 66
Roanoke, VA
PeakValley Wealth, LLC
Benjamin Shrader is a CFP® professional with 18 years of experience, currently serving at PeakValley Wealth, LLC. He has been with PeakValley Wealth since 2012 and previously operated as a sole proprietor for 15 years. Shrader is also a board member of Braveheart Grief Ministries, a nonprofit organization. PeakValley Wealth serves individual and high-net-worth clients, qualified retirement plans, and charitable organizations by offering customized investment management and financial planning services. The firm combines a small advisory team with multi-office operations to provide institutional-style ERISA plan services and ongoing planning for managed-account clients.
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