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MOUNTAIN PEAK WEALTH ADVISORS, LLC
CRD 285251 · SEC 801-108534
6315 MUTUAL DRIVE, SUITE F, FORT WAYNE, IN, 46825, United States
Phone
(260) 435-1200
Fax
(260) 435-1600
Registration
— (—)
Source
State registered
Total AUM
$84.5M
Discretionary AUM
$82.6M
Team
3 total employees; 3 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 92 | $28.7M |
| High net worth individuals | 27 | $55.8M |
All web addresses on file
Official SEC filing: View on IAPD