Lone Peak Advisers
Lone Peak Advisers is an SEC-registered mass-market adviser in Draper, UT with $125.4M assets under management (AUM, regulatory AUM), +5% over one year. See who owns Lone Peak Advisers: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 296772, SEC 801-127627, data through 2026-03-03.
- AUM (assets under management / regulatory AUM)
- $125.4M (2026-03-03)
- Firm type
- Mass-Market Adviser
- Location
- Draper, UT
- Employees
- 8
- Clients
- 905
- CRD
- 296772
- Ownership
- HUDAK, TRAVIS, JOHN; MUNSON, BRETT, ALLEN; TOLOTTI, RICHARD, L; MYERS, BRAD, JEDD; JAMES, DAVID, WILLIAM
How much AUM does Lone Peak Advisers have?
Lone Peak Advisers reported $125.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-03).
Who owns Lone Peak Advisers?
Disclosed owners and executives of Lone Peak Advisers include HUDAK, TRAVIS, JOHN, MUNSON, BRETT, ALLEN, TOLOTTI, RICHARD, L, MYERS, BRAD, JEDD, JAMES, DAVID, WILLIAM. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.