Atlas Peak Advisors, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$86,787,405
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
94
22% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
94
Average account size
$923,270
About
Atlas Peak Advisors provides discretionary investment management and financial planning primarily for individuals and high‑net‑worth clients and also accepts corporate and other business clients; the firm reports about $86.8 million in assets under management across roughly 94 client relationships. Services include ongoing portfolio management, retirement and estate planning, and implementation support for financial plan recommendations.
The firm follows a conservative, low‑risk, top‑down investment process that emphasizes identifying long‑term accelerating revenue trends and fundamental value analysis, supplemented by technical/charting tools and occasional short‑term trades when warranted. Financial planning is integrated with portfolio management and can address a broad set of topics — from cash‑flow and retirement planning to tax, insurance, real estate, and business matters — with plans monitored and updated on a regular schedule.
Atlas Peak is distinctive among peer independent firms in explicitly working with corporate or business clients and in offering business‑oriented planning services such as cost segregation studies, business‑structure advice, and lines‑of‑credit evaluation alongside individual wealth management. Advisory decision‑making is led by the firm’s founder and principal, who combines engineering and renewable‑energy technical experience with CFP® and AIF® credentials, and the firm documents specific continuity and elder‑protection procedures in its compliance materials.
Client services
Financial planning
Portfolio management
401k advisory for small businesses
Expertise
General retirement planning
Charitable giving & philanthropy
Cash flow / budgeting
Fee options
$1,500 to $4,500 per fixed fee financial planning engagement
$0 - $500,000: 0.9% annually $500,001+: 0.8% annually
$350 per hour
Annual financial planning fee ranging from $1,500 to $4,500, paid quarterly in arrears
Account minimum: $100,000
Main office location
Atlas Peak Advisors, Inc.
Incline Village NV, United States
Number of offices
2
Most active in
Atlas Peak Advisors, Inc. has reported serving >5 clients in these states in the last 12 months.
California · Massachusetts · Nevada · New York · Rhode Island
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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