Silverpeak Wealth Advisors

SilverPeak Wealth Advisors provides discretionary portfolio management to individual and high‑net‑worth clients, advising across mutual funds, fixed income, equities, exchange‑traded funds (including precious‑metals and commodity ETFs), TIPS, and non‑U.S. securities. The firm also recommends allocations to private funds and non‑traded real estate vehicles and may direct client assets to third‑party managers.

The firm generally documents client objectives with an Investment Policy Statement and implements long‑term, model‑based strategies using fundamental analysis and modern portfolio theory, with at least quarterly portfolio reviews. SilverPeak operates on a strictly discretionary basis, creates customized allocations (including direct‑indexing where appropriate), and conducts formal due diligence on private fund managers before recommending them.

Notable for a two‑advisor practice managing a concentrated discretionary book (about $177.4 million across 133 clients), SilverPeak offers access to relatively complex and less liquid solutions—private equity/credit, hedge‑style managers, non‑traded REITs, and interval funds—and provides assistance with securities‑backed lines of credit. The firm discloses that cash and margin positions are included in assets under management, clients retain proxy‑voting authority, and custody is maintained through an institutional custodian.