MOUNTAIN PEAK WEALTH ADVISORS, LLC

Overview

Mountain Peak Wealth Advisors, LLC is an independent registered investment adviser that serves individuals and families with a focus on active portfolio management and financial planning. The firm tilts heavily toward equities — both individual stocks and exchange-traded funds — and manages most client assets on a discretionary basis. As a capital allocator, the firm supplements direct equity exposure with third-party managers when specific capabilities or alternative return streams are needed, and it also performs selection of other advisers on behalf of clients. Service delivery mixes fee models (percentage of AUM, hourly, and fixed fees), which suggests work with a range of household sizes and planning needs. The advisory offering centers on personalized planning and portfolio management for individuals and small businesses, with an emphasis on using separate managed accounts and traded securities rather than relying exclusively on pooled vehicles.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices