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46 PEAKS INVESTMENT ADVISORY GROUP

NEWTOWN, PA · CRD 306902 · IAPD ↗ · 46peaks.com · 215-497-8310

$272.1MRegulatory AUM
3Advisory reps
5Employees
0Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — 46 PEAKS INVESTMENT ADVISORY GROUP reported RAUM up 28% ($212.3M -> $272.1M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
50
April 2024 — 46 PEAKS INVESTMENT ADVISORY GROUP added office(s): 0 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

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