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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 07-23-2025
- Office Locations
- 1
Office Locations
About East Face LLC
East Face LLC is a Bozeman, MT registered investment adviser serving retail and institutional clients. The firm provides financial planning and portfolio construction, including tax and estate planning, charitable giving, insurance and business-succession guidance. Investment approach emphasizes active asset allocation and risk management, with ETF-heavy managed accounts custodied at Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on March 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
Peter Robinson Obermeyer
Chief Compliance Officer, Owner, PORTFOLIO MANAGER
- CRD
- #8125630
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $18,736,999 | -- |
| Non-Discretionary | $0 | -- |
| Total | $18,736,999 | -- |
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Separately Managed Accounts
SMA allocation detail is available
East Face LLC has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.