# 46 Peaks Investment Advisory Group 46 Peaks Investment Advisory Group is a Bank / Wealth / Trust based in Newtown, United States. ## Overview - **Organization type:** Bank / Wealth / Trust - **Headquarters:** Newtown, United States - **Region:** North America - **Address:** Newtown, United States - **Founded:** 2019 - **Assets under management:** Undisclosed - **Website:** 46peaks.com - **LinkedIn:** https://linkedin.com/company/46-peaks-investment-advisory-group ## Regulatory record - **CRD number:** 306902 - **SEC file number:** 801-117945 - **Registration status:** APPROVED - **Latest Form ADV filing:** 2026-04-20T05:00:00.000Z - **Reports private funds:** No - **Private funds reported:** 0 - **IAPD record:** https://adviserinfo.sec.gov/firm/summary/306902 ## About 46 Peaks Investment Advisory Group was established in 2019 as a US wealth manager and registered investment adviser. The firm focuses on financial planning, retirement planning, and investment management. It serves individuals, trusts, and business entities through standard advisory relationships. No specific asset classes, portfolio holdings, or geographic deployment beyond the United States appear in available records. No team size, additional offices, or adjacent vehicles are disclosed. No operational events from the last 24 months are recorded. The firm functions as a conventional RIA without documented family-office structures or proprietary sourcing models. ## Questions ### What services does 46 Peaks Investment Advisory Group provide? The firm offers financial planning, retirement planning, and investment management to individuals, trusts, and business entities. ### When was 46 Peaks Investment Advisory Group founded? The firm was established in 2019. ### Where is 46 Peaks Investment Advisory Group located? Its headquarters are in Newtown, United States. ### Does 46 Peaks Investment Advisory Group disclose AUM? No AUM figure is publicly disclosed. ## Related profiles - [468 Capital](https://altss.com/profile/468-capital) - [47 Ventures Investments](https://altss.com/profile/47-ventures-investments) --- Last updated: 2026-06-03T20:00:00.000Z Canonical page: https://altss.com/profile/46-peaks-investment-advisory-group Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology