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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- SummitFrontier delta +more
- Established Date
- 12-08-2017
- Office Locations
- 6
Office Locations
About Forty North Wealth
Panoramic Investment Advisors (PIA) is a Colorado-based registered investment adviser providing investment management and financial planning through its investment advisor representatives. The firm builds portfolios primarily with ETFs and other public funds, and supports planning needs such as estate, insurance, charitable giving, and business succession for clients including entrepreneurs. Supports both retail and institutional relationships and custodies with Schwab.
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Owner & Executives
LINDSAY M RIDER
Chief Compliance Officer
- CRD
- #5188551
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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MICHAEL ALLAN DAVIS
Associate Financial Advisor
- CRD
- #2318064
DUSTIN SCOTT DINGES
--
- CRD
- #2428681
Bridge peak
Peak frontier pioneer
- CRD
- #24099
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $319,661,980 | $296,532 |
| Non-Discretionary | $30,946,761 | $283,915 |
| Total | $350,608,741 | $295,374 |
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Separately Managed Accounts
Total SMA Asset: $350,608,741
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,087,308,170 | 29.6% |
| Equity - Exchange | $1,205,843,571 | 17.1% |
| Other | $719,275,113 | 10.2% |
| Cash | $860,309,449 | 12.2% |
| Private Funds | $2,178,980,488 | 30.9% |
| Total | $7,051,716,791 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| ATLAS PRIME BEACON | EAGLE EMBER | GK0CCPCWF | RWT | 10.53% | $108,678,975 |
| SIGNAL INSIGHT | PRIME GLACIER | RFAY4DRZ6 | VZK | 4.91% | $106,981,024 |
| CAPITAL SIGNAL | RIDGE PATHWAY | IHBJL4ODI | YBMUQ | 11.18% | $13,593,883 |
| PEAK SUMMIT PEAK | GLACIER HARBOR | CVE13GGT1 | DMYEJ | 8.77% | $63,963,593 |
| TIMBER SUMMIT | CREST FUSION | PG4L1FZE2 | DKPLI | 12.33% | $61,027,062 |
| OAK OPTIMA | CAPITAL PATHWAY | 6NJS2QTEA | WLP | 1.93% | $102,331,418 |
| PATHWAY WAVE | FOUNDATION CAPITAL | LLCA97UUS | HQUME | 6.48% | $77,726,113 |
| FOUNDATION MERIDIAN VALUE | CATALYST PATHWAY | 21A9EFFK7 | SVE | 10.60% | $65,781,879 |