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Kirsten Elizabeth Roeber

Investment adviser representative at Silverpeak Wealth Advisors
15 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$177.4MFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assets

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Portfolio management

Experience

15 years in the industry.

  1. Silverpeak Wealth AdvisorsAug 2018 to now
  2. Colorado Capital Mgt IncSep 2011 to Aug 2018

Designations

  • CFP® certification

Exams passed

  • Series 65 · Uniform Investment Adviser Law2013

State registrations

Registered as an investment adviser representative in 2 states (CO, TX).

Silverpeak Wealth Advisors

Legal name: Silverpeak Wealth Advisors, LLC

$177.4MAssets managed
133Clients
2Advisers
6 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
6239911
Firm CRD
170732
Advisor's SEC record (opens in a new tab)
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