# 48 Peaks Wealth Advisors LLC

> 48 Peaks Wealth Advisors LLC is a state-registered investment advisory firm in Minnetonka, MN, registered since 2022, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 24, 2026.

- CRD: 313956
- Filed as: 48 PEAKS WEALTH ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Minnetonka, MN
- Filing period: October 2026
- Form ADV filing dated: March 24, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/313956
- AdvisorCensus page: https://advisorcensus.com/firm/48-peaks-wealth-advisors-llc-minnetonka-mn-313956

## Quick answers

**How is 48 Peaks Wealth Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), 48 Peaks Wealth Advisors LLC reports these compensation arrangements: a percentage of assets under its management; other.

**Where is 48 Peaks Wealth Advisors LLC located?**
48 Peaks Wealth Advisors LLC's principal office is in Minnetonka, MN, according to its Form ADV.

**Is 48 Peaks Wealth Advisors LLC registered with the SEC or a state?**
48 Peaks Wealth Advisors LLC is a state-registered investment advisory firm, registered since 2022. Status as filed: APPROVED. CRD 313956.

**How much does 48 Peaks Wealth Advisors LLC manage?**
48 Peaks Wealth Advisors LLC reports $7,192,626 in regulatory assets under management in its Form ADV filing dated March 24, 2026 (0% discretionary).

**What types of clients does 48 Peaks Wealth Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (16).

**Does 48 Peaks Wealth Advisors LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/313956

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Other

### Regulatory assets under management (Item 5.F)
- Total: $7,192,626
- Discretionary: $0
- Non-discretionary: $7,192,626

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 16 | $7,192,626 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2022 (4 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MN
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. 48 Peaks Wealth Advisors LLC (CRD 313956): Form ADV filing data as of October 2026.