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48 Peaks Wealth Advisors
48 Peaks Wealth Advisors LLC is a state-registered investment adviser in Minnetonka, MN. The firm manages approximately $7 million in regulatory assets.
Overview
48 Peaks Wealth Advisors LLC is a state-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
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.
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