CCO · Peak Asset Management, LLC
John N. McCorvie
CRD 1509677 · Named on Form ADV at one SEC-registered adviser
At a glance
Peak Asset Management, LLC, an SEC-registered wealth manager based in Louisville, CO with $1.0 billion in regulatory assets, lists John N. McCorvie on its Form ADV as CCO, a control person.
Firms and roles
- Peak Asset Management, LLCCCOWealth manager · Louisville, CO · $1.0B in regulatory assets
AtlasMembers
John’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For John’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.