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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Lone Peak Advisers LLC
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|---|---|
| CRD # | 296772 |
| SEC # | 801-127627 |
| CIK # | |
| AUM | $119.0 M (2025-03-03) |
| Employees | 10 (80% Investors, 70% Brokers) |
| Phone | 801-855-8886 |
| Address | 11650 South State Street Draper, UT 84020-7150 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 681 | 94.0 |
| (b) Individuals (high net worth individuals) | 37 | 25.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 743 | 119.0 |
| By Discretionary | ||
| Discretionary | 743 | 119.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 743 | 119.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 119.0 | |
| Total | 743 | 119.0 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
HDA Wealth Management LLC
✚
|
OH | 0.1 |
|
LaSalle Investment Advisors Inc
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WI | 0.1 |
|
MWM Wealth Advisory LLC
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|
MN | 0.1 |
|
BGV Financial Advisors USA LLC
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FL | 0.1 |
|
Wise Wealth Management LLC
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NY | 0.1 |
|
Cosey Financial Services Inc
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|
TN | 0.1 |
|
Claremont Financial Group Inc
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|
CA | 0.1 |
|
Private Financial Management LLC
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|
0.1 | |
|
Knox Avenue Financial Corp
✚
|
MN | 0.1 |
|
Lifepoint Planning PLLC
✚
|
IL | 0.1 |