Mountain Peak Wealth Advisors, LLC

Mountain Peak Wealth Advisors, LLC (CRD# 285251) is a financial advisory firm headquartered in Fort Wayne, IN. They manage $63,167,167 in 311 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    63
    MILLION
  • Total Number of Accounts
    311
    ACCOUNTS
  • Average Account Value
    $203,110
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

IN, LA

Financial Advisors at Mountain Peak Wealth Advisors, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Dalton B. Atchison
CRD#: 6869103
6315 Mutual Drive, Suite F, Fort Wayne, IN 46825

Dalton Atchison (CRD# 6869103) is an Investment Advisor Representative working at Mountain Peak Wealth Advisors, LLC in Fort Wayne, IN and has over 6 years of experience in the finance industry.

2
Jeffrey K. Presley
CRD#: 2125227
6315 Mutual Drive, Suite F, Fort Wayne, IN 46825

Jeffrey Presley (CRD# 2125227) is an Investment Advisor Representative working at Mountain Peak Wealth Advisors, LLC in Fort Wayne, IN and has over 33 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.