48 PEAKS WEALTH ADVISORS LLC

Overview

48 Peaks Wealth Advisors LLC is a small, client-focused wealth advisory firm that concentrates on portfolio management for individuals and small businesses while also acting as an insurance broker and a selector of third‑party advisers. The firm operates as a capital allocator, favoring pooled public vehicles — primarily mutual funds and other public funds — as the backbone of client portfolios. Its model is oriented toward non‑discretionary relationships, where the firm provides advice and manager selection rather than taking broad discretionary trading authority across client accounts. Investment preferences emphasize liquid, professionally managed products combined with targeted allocations to real estate exposure. The firm is not positioned as an active ESG investor and does not present itself as a multi‑state or pension consultant. Fee arrangements are a mix that includes a percentage of assets under management alongside other fee types, consistent with advisory and insurance brokerage services for individual and family clients.

Assets & Accounts

Investments & Alternatives

Location & Offices