Eight Peaks Wealth Management

Overview

Eight Peaks Wealth Management is a small, independent registered investment adviser structured as a limited liability company that focuses on individual and family clients. The firm’s core services are financial planning and portfolio management for individuals and small businesses. Fee arrangements are flexible and include a percentage of assets under management, hourly billing and fixed-fee engagements, reflecting a hybrid advice model that can accommodate comprehensive planning or project-based work. Investment activity is concentrated and equity-centric. The firm favors exchange-traded equities as the primary vehicle for client portfolios and does not position itself as an ESG-focused manager. Eight Peaks operates without a widespread institutional allocation mandate or capital-allocator role; its emphasis is direct portfolio management and planning for private clients. The firm lists an industry affiliation with accountants, indicating common referral or service relationships with tax and accounting professionals.

Assets & Accounts

Public Holdings

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Location & Offices