CRD: 117241
Lone Peak Asset Management, Inc.
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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 04-17-1996
- Office Locations
- 1
Office Locations
About Lone Peak Asset Management, Inc.
Lone Peak Advisers (LPA) is a retail-focused wealth and asset management firm providing tailored portfolio solutions across thousands of strategies, alongside holistic financial planning and fiduciary advice. The firm emphasizes a highly responsive service model and a client platform with an easy-to-use dashboard that consolidates assets and liabilities. Reported SMA assets are primarily allocated to ETFs, with support for retirement/benefits and SDBA needs.
Reported data analysis
What the numbers show
Of the latest reported AUM, 0.0% is discretionary and 100.0% is non-discretionary.
The firm reports 1 advisory representatives and 21 clients, or 21 clients per representative. That equates to $904.8K in reported AUM per client.
The profile lists 1 reported office location and 30 years in operation. The source data was last updated on March 23, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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Owner & Executives
WALTER FREDERICK SCHWARZ
DIRECTOR
- CRD
- #1057065
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $19,000,000 | -- |
| Total | $19,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Lone Peak Asset Management, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.