4
CRD: 313956
48 Peaks Wealth Advisors LLC
Minnetonka, MN, 55343
9522520916
$7.2M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
32 ADV. Clients
4 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Pershing
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-01-2022
- Office Locations
- 1
Office Locations
10400 Yellow Circle Drive Suite 102 Minnetonka MN
About 48 Peaks Wealth Advisors LLC
48 Peaks Wealth Advisors LLC is a Minnetonka-based RIA. The firm has been operating for 4 years. Managing $7.2M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Pershing. Services offered include Asset Management, Insurance, Life Insurance.
Team overview
65 AVG AGE
$7.2M AVG AUM / ADVISOR
$224.8K AVG AUM / CLIENT
4.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Fusion frontier Prime pioneer
Investment Themes
Matrix frontier Signal
Investment Vehicles
Summit
Services
Value Atlas Optima Alpha oak
Owner & Executives
D
DAVID YARGER WINEY
Director of Sales, Owner
- CRD
- #1332988
- Ownership
- 75% or more
(261) 709-9121
bridge.vertex@embercapital.com
in linkedin.com/in/optima-legacy
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $7,192,626 | -- |
| Total | $7,192,626 | -- |
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Separately Managed Accounts
Total SMA Asset: $7,192,626
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $8,322,850,353 | 100.0% |
| Total | $8,322,850,353 | 100.0% |