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| 46 Peaks LLC
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|
|---|---|
| CRD # | 306902 |
| SEC # | 801-117945 |
| CIK # | 0002112665 |
| AUM | $272.1 M (2026-04-20) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Phone | 215-497-8310 |
| Address | 760 Newtown Yardley Road Newtown, PA 18940 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 44 | 21.1 |
| (b) Individuals (high net worth individuals) | 91 | 249.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 1.8 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 445 | 272.1 |
| By Discretionary | ||
| Discretionary | 445 | 272.1 |
| Non-Discretionary | 0 | 0.0 |
| Total | 445 | 272.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 272.1 | |
| Total | 445 | 272.1 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002112665] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
E A Horwitz LLC
✚
|
IL | 0.3 |
|
Nolet Wealth Management LLC
✚
|
TX | 0.3 |
|
Alliance Wealth Management Partners LLC
✚
|
TN | 0.3 |
|
Mendel Capital Management LLC
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|
AR | 0.3 |
|
Magnolia Private Wealth LLC
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|
PA | 0.3 |
|
Bull Street Advisors LLC
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|
GA | 0.3 |
|
Generational Private Wealth LLC
✚
|
0.3 | |
|
Fox Financial Inc
✚
|
PA | 0.3 |
|
True Vision MN LLC
✚
|
MN | 0.3 |
|
True Blue Financial LLC
✚
|
MI | 0.3 |