Latigo Peak Partners, LLC

RIASEC Registered

Total AUM

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Avg account

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Advisory reps

Firm details

Headquarters: Sarasota, Florida
CRD number: 344428
Registered since: October 5, 2026
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Pooled Investment VehiclesSelection of Other Advisers

Firm profile

FINTRX

Overview

Latigo Peak Partners, LLC is organized as a limited liability company and is registered with the SEC as of 2026. The firm is newly formed and is identified as a capital allocator. Ownership is listed as a combination of a domestic entity and an individual. Latigo Peak’s advisory mandate includes financial planning and portfolio management for individuals and small businesses, oversight of pooled investment vehicles, and the selection of other advisers. The firm reports fee arrangements that include a percentage of AUM, fixed fees, performance-based fees and other fee structures. It does not identify as an active ESG investor and is not described as a multistate adviser.