46 Peaks Investment Advisory Group is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newtown, PA. Its latest Form ADV filing, dated April 20, 2026, reports $272M in regulatory assets under management, 5 employees, 2 offices, and 445 accounts.
Assets Under Management
$272M
Employees
5
Offices
2 offices
Total Clients
135
Primary office
NEWTOWN, PA
760 NEWTOWN YARDLEY ROAD, SUITE 114, NEWTOWN, PA, United States
Top client segmentHNWI represent 67.4% of total clients.
Top client categories% of clientsClients
1
HNWI
67.4%
91
2
Individuals
32.6%
44
Categories with <5 clients
Pension and profit sharing plans<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$272Mas of April 20, 2026
Discretionary100.0%
$272M
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$272M
Total Accounts445
10Y AUM Change+$272M
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees5
Clients per Employee27:1
10Y Employee Change+2 (+66.7%)
* 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.