Disclosure

Peak Wealth Advisors, Inc. (“PWA”) is a Registered Investment Advisor (“RIA”) registered in the State of California. PWA provides asset management and related services for clients nationally. PWA will file and maintain all applicable licenses as required by the State Securities Divisions and/or the Securities and Exchange Commission (“SEC”), as applicable. PWA renders individualized responses to persons in a particular state only after complying with the state’s regulatory requirements, or pursuant to an applicable state exemption or exclusion.

This web site is intended to provide general information about PWA. It is not intended to offer investment advice. Information regarding investment products and services are provided solely to read about our investment philosophy, our strategies and to be able to contact us for further information.

Market data, articles and other content on this web site are based on generally-available information and are believed to be reliable. PWA does not guarantee the accuracy of the information contained in this web site. The information is of a general nature and should not be construed as investment advice.

PWA will provide all prospective clients with a copy of our current Form ADV, Part II prior to commencing an Advisory relationship. Existing clients will be offered a copy annually. However, at anytime, you can view our current Form ADV, Part II in the Client Center section of our web site under the Forms tab. In addition, you can contact us to request a hardcopy.