# FOUR PEAKS PLANNING AND INVESTMENTS LLC

FOUR PEAKS PLANNING AND INVESTMENTS LLC of GILBERT, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 305739
- Type: SEC-registered investment adviser
- Location: 1760 E PECOS RD SUITE 347, GILBERT, AZ, 85295
- Phone: 480-553-7710
- Latest filing: 2026-03-27
- Regulatory AUM: $60.0M
- Discretionary AUM: $56.0M
- Non-discretionary AUM: $4.0M
- Clients: 1
- Accounts: 391

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305739/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305739/similar
- Related entities: https://search.stillhousedata.com/firm/305739/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305739

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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.