CRD: 285251
Mountain Peak Wealth Advisors, LLC
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- Custodian
- Charles Schwab & Company · Lincoln Financial
- Clients
- Retail
- Platforms
- Crest summit
- Established Date
- 10-20-2016
- Office Locations
- 1
Office Locations
About Mountain Peak Wealth Advisors, LLC
Mountain PEAK Wealth Advisors is an independent, fee-only RIA in Fort Wayne, Indiana providing fiduciary financial planning, retirement and legacy planning, and objective second-opinion reviews for faith- and values-driven individuals, families, and business owners—especially pre-retirees and retirees. Portfolios are ETF-centric, with planning often integrated with tax strategy, and a Next Generation Wealth Stewardship Program for heirs.
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Owner & Executives
JEFFREY KEITH PRESLEY
Chief Compliance Officer, President, Wealth Advisor
- CRD
- #2125227
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Dalton Bradley Atchison
Wealth Advisor
- CRD
- #6869103
Austin Chandler Presley
--
- CRD
- #8146368
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $82,593,576 | -- |
| Non-Discretionary | $1,936,701 | -- |
| Total | $84,530,277 | -- |
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Separately Managed Accounts
Total SMA Asset: $84,530,277
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,158,047,573 | 32.9% |
| Public Funds | $1,812,749,240 | 51.5% |
| Cash | $549,104,624 | 15.6% |
| Total | $3,519,901,437 | 100.0% |