WHITE PEAKS ASSET MANAGEMENT, LLC

WHITE PEAKS ASSET MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 119728). Regulatory assets under management: $4.2M.

Registration

• CRD: 119728
• Type: Registered investment adviser
• Phone: 303-725-1442
• Latest filing: 2025-08-15
• Regulatory AUM: $4.2M
• Discretionary AUM: $4.0M
• Non-discretionary AUM: $250K
• Clients: 1
• Accounts: 8

Business model

Compensation: % of AUM.

Clients served: High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 119728 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search