# Four Peaks Planning and Investments

Four Peaks Planning and Investments is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 305739
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/305739

## About

FOUR PEAKS PLANNING AND INVESTMENTS LLC is a state-registered investment adviser in GILBERT, AZ. The firm manages $60 million in assets, $56 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Who runs investment decisions at Four Peaks Planning and Investments?

No named investment professionals or principals are listed in public records. The firm's management structure and decision-making authority remain undisclosed.

### What investment strategy does Four Peaks Planning and Investments pursue?

The firm's asset class preferences, stage targets, and geographic focus are not available from public sources. No sector tags or portfolio companies have been confirmed.

### Where is Four Peaks Planning and Investments headquartered?

The firm's name references the Four Peaks mountain range in Arizona, but no official headquarters address or city has been publicly confirmed. Its state of incorporation is Delaware, as registered with that state's business entity database.

### Does Four Peaks Planning and Investments make direct investments or commit to funds?

No investment activity—whether direct deals, fund commitments, or co-investments—has been identified in public records. The firm's deployment methodology is unknown.

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Last updated: 2026-07-06T01:24:16.877Z

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