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48 Peaks Wealth Advisors
48 Peaks Wealth Advisors LLC is an SEC-registered investment adviser in Minnetonka, MN. The firm manages approximately $7 million in regulatory assets.
48 Peaks Wealth Advisors
48 Peaks Wealth Advisors LLC is an SEC-registered investment adviser in Minnetonka, MN. The firm manages approximately $7 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Minnetonka
Corporate office
Seattle, WA, United States
Frequently asked questions
Where does 48 Peaks Wealth Advisors derive its client base?
While the firm does not publicly disclose its client profile, its Seattle location suggests a client base that may include technology-sector executives, professionals, and local business owners. The Pacific Northwest region has a high concentration of equity-compensated tech employees who typically require tax-strategic wealth management and concentrated-stock-position planning.
Does 48 Peaks Wealth Advisors offer direct private-market investment opportunities?
There is no public evidence that the firm sources or participates in direct private-market transactions — no fund formations, SPV activities, venture capital allocations, or real estate partnerships are disclosed. Based on available information, the advisory model appears to center on conventional liquid-portfolio management and financial planning, not alternative-asset sourcing.
How is the firm regulated?
As a registered investment advisor, 48 Peaks Wealth Advisors operates under the regulatory oversight of the Washington State Department of Financial Institutions or the SEC (depending on AUM threshold which has not been disclosed). This registration imposes a fiduciary standard requiring the firm to act in its clients' best interests when providing investment advice.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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