MOUNTAIN PEAK WEALTH ADVISORS, LLC

MOUNTAIN PEAK WEALTH ADVISORS, LLC of FORT WAYNE, IN is an SEC-registered investment adviser (CRD 285251). Regulatory assets under management: $84.5M.

Registration

• CRD: 285251
• SEC file number: 801-108534
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 285251 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search