Investment adviser · CRD 285251

MOUNTAIN PEAK WEALTH ADVISORS, LLC

Investment adviser filing (IA)

FORT WAYNE, IN, United States · Form ADV filed Mar 30, 2017

Regulatory AUM
$0
Form ADV · Item 5.F
Client accounts
0
Accounts, not individual clients
Employees
1
Reported in this filing
Advisory professionals
1
Investment advisory functions

Private funds & service providers

0 Private funds

The count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.

This filing answers No to private funds.

Services & filing details

Most recent filing: Mar 30, 2017. View historical filings

Reported services

Financial planning · Individual portfolio management · Selection of other advisers

Compensation

Percentage of assets · Hourly · Fixed

Principal office

6343 CONSTITUTION DRIVE
FORT WAYNE, IN, 46804, United States

CRD 285251

Filing source

Form ADV 1101594 · Mar 30, 2017 · Items 1 & 5

Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.