46 Peaks Investment Advisory Group
46 Peaks Investment Advisory Group is an SEC-registered wealth manager in Newtown, PA with $272.1M assets under management (AUM, regulatory AUM), +28% over one year. See who owns 46 Peaks Investment Advisory Group: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 306902, SEC 801-117945, data through 2026-04-20.
- AUM (assets under management / regulatory AUM)
- $272.1M (2026-04-20)
- Firm type
- Wealth Manager
- Location
- Newtown, PA
- Employees
- 5
- Clients
- 135
- CRD
- 306902
- Ownership
- FANCHER, LOUIS, CLAY; VALENTE, LINDA, CHRISTINE; HEINDEL, BRAD, KENNETH; JAFFE, ALLISON, G; MOSHOLT, ERIK, NMN
How much AUM does 46 Peaks Investment Advisory Group have?
46 Peaks Investment Advisory Group reported $272.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-20).
Who owns 46 Peaks Investment Advisory Group?
Disclosed owners and executives of 46 Peaks Investment Advisory Group include FANCHER, LOUIS, CLAY, VALENTE, LINDA, CHRISTINE, HEINDEL, BRAD, KENNETH, JAFFE, ALLISON, G, MOSHOLT, ERIK, NMN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.