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LONE PEAK ADVISERS
LONE PEAK ADVISERS, LLC
CRD 296772 · SEC 801-127627
11650 SOUTH STATE STREET, SUITE 200, DRAPER, UT, 84020-7150, United States
Phone
801-855-8886
Fax
877-877-4015
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$125.4M
Discretionary AUM
$125.4M
Team
8 total employees; 8 advisory reps
Clients
26-50
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-03-03
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 855 | $75.4M |
| High net worth individuals | 50 | $50.0M |
States served
AZ, CA, ID, IA, MN, NV, OH, PA, UT, TX, FL
All web addresses on file
Official SEC filing: View on IAPD