Timothy E. Martin

PEAKVALLEY WEALTH

Roanoke, VA 24018

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CRD#: 7733064

Professional summary

Timothy Edward Martin, who also goes by Tim Martin, is a registered financial advisor currently at PEAKVALLEY WEALTH, LLC located in Roanoke, Virginia.

Timothy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Timothy has worked at 1 firm and has passed the Series 65 and SIE exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Tim Martin

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Sole Proprietor- Timothy Martin; No; Christian Ministry; Ministry Speaker; 05/1994;1/MO;1/MO

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Edward Martin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

May 2, 2023 - Present

PEAKVALLEY WEALTH, LLC

Office #1: 2762 Electric Road Suite C, Roanoke, VA 24018

RIA

CRD#: 165542

Roanoke, VA

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

PEAKVALLEY WEALTH, LLC

BWS ADVISORS LLC | SHRADER WEALTH ADVISORS, LLC | SHRADER INVESTMENT COMPANY, LLC | PEAKVALLEY WEALTH, LLC

CRD#: 165542 / SEC#: 801-132121

RIA

Registered Investment Advisory firm - (3/10/2025 Approved)

Louisiana

Registered Investment Advisory firm - (3/13/2025 Terminated)

Virginia

Registered Investment Advisory firm - (3/15/2025 Terminated)

West Virginia

Registered Investment Advisory firm - (4/1/2025 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Virginia
(5/2/2023)

IAR

West Virginia
(5/5/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 3/31/2023

Uniform Investment Adviser Law Examination

General Industry/Product Exam

SIE

Date: 10/28/2020

Securities Industry Essentials Examination

Current Firm

PEAKVALLEY WEALTH, LLC

BWS ADVISORS LLC | SHRADER WEALTH ADVISORS, LLC | SHRADER INVESTMENT COMPANY, LLC | PEAKVALLEY WEALTH, LLC

CRD#: 165542 / SEC#: 801-132121

RIA

Registered Investment Advisory firm - (3/10/2025 Approved)

Louisiana

Registered Investment Advisory firm - (3/13/2025 Terminated)

Virginia

Registered Investment Advisory firm - (3/15/2025 Terminated)

West Virginia

Registered Investment Advisory firm - (4/1/2025 Terminated)

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Contact information

Main Address

2762 Electric Road Suite C, Roanoke, VA 24018

Mailing Address

Po Box 20107, Roanoke, VA 24018

Phone number

(540) 904-7969

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (3 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

ADV2A & 2B SEC (10/22/2025)

Regulatory assets under management

Total Number of Accounts	474
AUM (Assets Under Management)	$ 126,922,000

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Timothy E. Martin

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Edward Martin's CRS (Customer Relationship Summary).

Certified licenses

Experience

PEAKVALLEY WEALTH, LLC

Primary Firm SEC Registration

PEAKVALLEY WEALTH, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 3/31/2023

SIE

Date: 10/28/2020

Current Firm

PEAKVALLEY WEALTH, LLC

Contact information

SEC notice filing (3 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

PEAKVALLEY WEALTH, LLC

TRUST BUT VERIFY

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