Be advised. This firm is no longer registered.

Four Peaks Wealth Management, LLC

Four Peaks Wealth Management, LLC (CRD# 165891) is a financial advisory firm headquartered in Flagstaff, AZ. They manage $40,600,000 in 200 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
809 W. Riordan Road, Suite 206, Flagstaff, AZ 86001
http://www.fourpeakswealth.com
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    200
    ACCOUNTS
  • Average Account Value
    $203,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, TX

Financial Advisors at Four Peaks Wealth Management, LLC
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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