48 Peaks Wealth Advisors LLC

Overview

48 Peaks Wealth Advisors LLC is an independent registered investment adviser operating as an LLC and organized for domestic ownership. The firm serves individual and family clients, offering portfolio management for individuals and small businesses and acting as a capital allocator through selection of third‑party advisers. Its compensation mixes a percentage‑of‑AUM fee with other fee arrangements. The firm also conducts insurance brokerage activities as part of its client-service set. The ADV indicates it is not a multi‑state adviser, does not position itself as an active ESG investor, and does not function as a pension consultant or related‑adviser network.

Assets & Accounts

Public Holdings

Investments & Alternatives