Margna Peak Advisors Ag is an SEC registered investment adviser organized as a corporation. Its latest Form ADV filing, dated February 18, 2026, reports $372M in regulatory assets under management, 4 employees, and 48 accounts.
Portfolio management for individuals and small businesses
Fee models offered
1 types reported
Asset based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentHNWI represent 100.0% of total clients.
Top client categories% of clientsClients
1
HNWI
100.0%
48
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$372Mas of February 18, 2026
Discretionary50.9%
$190M
51% of total RAUM50.9%
Non-discretionary49.1%
$183M
49% of total RAUM49.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$372M
Total Accounts48
10Y AUM Change+$212M (+131.7%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee12:1
10Y Employee Change+1 (+33.3%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.