Lone Peak Advisers is an SEC registered investment adviser organized as a limited liability company with a primary office location in Draper, UT. Its latest Form ADV filing, dated March 3, 2026, reports $125M in regulatory assets under management, 8 employees, and 905 accounts.
Assets Under Management
$125M
Employees
8
Offices
--
Total Clients
905
Primary office
DRAPER, UT
11650 SOUTH STATE STREET, SUITE 200, DRAPER, UT, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 94.5% of total clients.
Top client categories% of clientsClients
1
Individuals
94.5%
855
2
HNWI
5.5%
50
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$125Mas of March 3, 2026
Discretionary100.0%
$125M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$125M
Total Accounts905
10Y AUM Change+$6M (+5.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees8
Clients per Employee113:1
10Y Employee Change+7 (+700.0%)
* 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.