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LONE PEAK ADVISERS

DRAPER, UT · CRD 296772 · IAPD ↗ · lonepeakadvisers.com · 801-855-8886

$125.4MRegulatory AUM
8Advisory reps
8Employees
0Clients
26-50Planning clients
0Private funds
11States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

44
April 2026 — LONE PEAK ADVISERS notice-filed in CA, NV.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
67
April 2026 — LONE PEAK ADVISERS grew from 6 to 8 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
50
December 2025 — LONE PEAK ADVISERS shrank from 8 to 6 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
50
December 2025 — LONE PEAK ADVISERS notice-filed in FL, KY, MN, OH, PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
42
April 2024 — LONE PEAK ADVISERS notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
April 2024 — LONE PEAK ADVISERS reported RAUM down 30% ($148.0M -> $104.3M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
50
April 2024 — LONE PEAK ADVISERS added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.