Timothy Edward Martin
Investment adviser representative at Peakvalley Wealth, LLC
32 yearsExperience
2 statesRegistered in
$130.3MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
32 years in the industry.
- Peakvalley Wealth, LLCApr 2023 to now
- Sole Proprietor- Timothy MartinMay 1994 to now
- Grace ChurchAug 2001 to Jun 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (VA, WV).
Peakvalley Wealth, LLC
$130.3MAssets managed
169Clients
4Advisers
1 yearIn 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
- 7733064
- Firm CRD
- 165542