# MOUNTAIN PEAK WEALTH ADVISORS, LLC

MOUNTAIN PEAK WEALTH ADVISORS, LLC of FORT WAYNE, IN is an SEC-registered investment adviser.

## Registration

- CRD: 285251
- Type: SEC-registered investment adviser
- SEC file number: 801-108534
- Location: 6315 MUTUAL DRIVE, FORT WAYNE, IN, 46825
- Phone: (260) 435-1200
- Latest filing: 2026-01-30
- Regulatory AUM: $84.5M
- Discretionary AUM: $82.6M
- Non-discretionary AUM: $1.9M
- Clients: 3
- Accounts: 367

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Charities

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| PRESLEY JEFFREY KEITH | MEMBER, PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/285251/brochure
- Similar advisers: https://search.stillhousedata.com/firm/285251/similar
- Related entities: https://search.stillhousedata.com/firm/285251/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/285251

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.