Overview
Assets Under Management: $125 million
Headquarters: DRAPER, UT
High-Net-Worth Clients: 50
Average Client Assets: $1.0 million
Frequently Asked Questions
LONE PEAK ADVISERS is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #296772), LONE PEAK ADVISERS is subject to fiduciary duty under federal law.
LONE PEAK ADVISERS is headquartered in DRAPER, UT.
LONE PEAK ADVISERS serves 50 high-net-worth clients according to their SEC filing dated March 03, 2026. View client details ↓
According to their SEC Form ADV, LONE PEAK ADVISERS offers financial planning, portfolio management for individuals, and selection of other advisors. View all service details ↓
LONE PEAK ADVISERS manages $125 million in client assets according to their SEC filing dated March 03, 2026.
According to their SEC Form ADV, LONE PEAK ADVISERS serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 50
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 39.86%
Average Client Assets: $1.0 million
Total Client Accounts: 905
Discretionary Accounts: 905
Regulatory Filings
CRD Number: 296772
Filing ID: 2046791
Last Filing Date: 2026-03-03 09:12:16