CRD: 117241
Lone Peak Asset Management, Inc.
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- Custodian
- TD Ameritrade
- Clients
- Retail
- Platforms
- --
- 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.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
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Services
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
Total SMA Asset: $19,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $346,706,474 | 47.4% |
| Public Funds | $134,586,479 | 18.4% |
| Cash | $250,155,305 | 34.2% |
| Total | $731,448,258 | 100.0% |