Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$125,444,600
Total clients
905
6% high-net worth
Total advisors
8
of 8 employees
Firm size
Team
4-10 advisors or $500M+ in AUM
Average clients per advisor
113
Average account size
$138,613
Lone Peak Advisers is a team-based registered investment adviser managing roughly $125 million for about 900 individual and high‑net‑worth clients, along with trusts, retirement plans, charitable organizations and corporate entities. The firm provides ongoing discretionary portfolio management and financial planning, with implementation assistance available if clients choose.
The firm pursues a tactical investment approach that blends fundamental analysis—often using U.S. Federal Reserve data—with technical market signals to identify intermediate trends and adjust allocations across ETFs, mutual funds, individual equities and variable annuity sub‑accounts. Lone Peak’s models may use short positions, options or leveraged holdings to hedge or seek incremental returns, and the firm may deploy third‑party or internal sub‑advisors for specific strategies.
Lone Peak is affiliated with a broker‑dealer under common ownership, a relationship the brochure discloses and which the firm says it manages through supervisory procedures; this affiliation is uncommon among similar team firms. The brochure also notes the use of an in‑house TPAM/sub‑advisor and that associated persons may engage in insurance sales or mortgage origination, which can introduce additional implementation considerations and potential conflicts of interest.
Fixed fee amount may be negotiated for completion of the entire financial plan based on scope
Negotiable up to 2.9% annually total including any TPAM/sub-advisor fees
$330.36 per hour (3-hour minimum) for financial planning services
Annual $50 fee per account managed by LPA (billed monthly or quarterly) to cover platform and admin costs
Lone Peak Advisers
11650 South State Street, Suite 200
Draper UT 84020-7150, United States
Number of offices
1
Arizona · California · Florida · Idaho · Iowa · Minnesota · Nevada · Ohio · Pennsylvania · Texas · Utah
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
ChFC®, Series 63
St. Cloud, MN
Lone Peak Advisers
Series 65
Draper, UT
Lone Peak Advisers
Series 63, Series 65
Draper, UT
Lone Peak Advisers
Series 65
Draper, UT
Lone Peak Advisers
Series 63, Series 65
Draper, UT
Lone Peak Advisers
ChFC®, Series 63, Series 65
Draper, UT
Lone Peak Advisers
Series 63, Series 65
Draper, UT
Lone Peak Advisers
Series 63, Series 66
St. Cloud, MN
Lone Peak Advisers
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