|
⚲
|
| Keyboard |
| 46 Peaks LLC
✚
|
|
|---|---|
| CRD # | 306902 |
| SEC # | 801-117945 |
| CIK # | 0002112665 |
| AUM | 272.1 M (2026-04-20) |
| Employees | 5 (60% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| 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] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
E A Horwitz LLC
✚
|
IL | 272.6 M |
|
Nolet Wealth Management LLC
✚
|
TX | 272.6 M |
|
Alliance Wealth Management Partners LLC
✚
|
TN | 272.4 M |
|
Mendel Capital Management LLC
✚
|
AR | 272.3 M |
|
Magnolia Private Wealth LLC
✚
|
PA | 272.1 M |
|
Bull Street Advisors LLC
✚
|
GA | 271.9 M |
|
Generational Private Wealth LLC
✚
|
271.9 M | |
|
Fox Financial Inc
✚
|
PA | 271.8 M |
|
True Vision MN LLC
✚
|
MN | 271.7 M |
|
True Blue Financial LLC
✚
|
MI | 271.5 M |