# Sunlight Peaks Financial Partners

Sunlight Peaks Financial Partners is a RIA based in Glenwood Springs, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Glenwood Springs, United States
- **Region:** North America
- **Address:** New York, NY, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 315251
- **SEC file number:** 801-121694
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/315251

## About

Sunlight Peaks Financial Partners, LLC is a registered investment adviser that serves high-net-worth individuals and families. The firm focuses on protecting and enhancing wealth through personalized strategies, including investment optimization, tax planning, risk mitigation, and wealth transfer and estate planning. It primarily provides investment consulting and portfolio services related to private investments.

## Sectors

- Real Estate
- Private Credit
- Infrastructure

## People

- Ryan Parson — President & CEO | Wealth Strategist | Advanced Planning
- Sam A. Beritela — Wealth Strategist | Investments & Portfolio Analysis
- Mark Lewis — Wealth Strategist | Data Analytics

## Questions

### What is the investment focus of Sunlight Peaks Financial Partners?

Sunlight Peaks Financial Partners focuses on real estate and private credit investments. The firm targets income-generating assets, including commercial and residential real estate, and participates in direct deals and co-investments. Its portfolio leans toward North American markets.

### What is the firm's geographic focus?

The firm concentrates on North America, with a particular emphasis on the United States. Its real estate investments are predominantly in US commercial and residential markets.

### Has Sunlight Peaks Financial Partners been involved in any notable deals?

Notable deals are not publicly disclosed. The firm's low profile means specific transactions, if any, remain outside public domain.

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Last updated: 2026-08-11T15:08:11.274Z

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