{
  "crd_number": 315251,
  "slug": "sunlight-peaks-financial-partners-llc-glenwood-springs-co-315251",
  "primary_business_name": "SUNLIGHT PEAKS FINANCIAL PARTNERS, LLC",
  "legal_name": "SUNLIGHT PEAKS FINANCIAL PARTNERS, LLC",
  "dbas": [],
  "city": "Glenwood Springs",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "40090",
  "metro": null,
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2023-06-30",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-05-29",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 3,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "other": {
      "raum": 0.0,
      "count": null
    },
    "charitable": {
      "raum": 0.0,
      "count": null
    },
    "individuals": {
      "raum": 0.0,
      "count": null
    },
    "banking_thrift": {
      "raum": 0.0,
      "count": null
    },
    "state_municipal": {
      "raum": 0.0,
      "count": null
    },
    "insurance_companies": {
      "raum": 0.0,
      "count": null
    },
    "investment_companies": {
      "raum": 0.0,
      "count": null
    },
    "pension_profit_sharing": {
      "raum": 0.0,
      "count": null
    },
    "other_investment_advisers": {
      "raum": 0.0,
      "count": null
    },
    "high_net_worth_individuals": {
      "raum": 0.0,
      "count": null
    },
    "pooled_investment_vehicles": {
      "raum": 0.0,
      "count": null
    },
    "corporations_other_businesses": {
      "raum": 0.0,
      "count": null
    },
    "business_development_companies": {
      "raum": 0.0,
      "count": null
    },
    "sovereign_wealth_foreign_official": {
      "raum": 0.0,
      "count": null
    }
  },
  "compensation_types": [
    "fixed"
  ],
  "advisory_activities": [
    "financial_planning",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AZ",
    "CO",
    "MD",
    "TX"
  ],
  "websites": [
    "https://sunlightpeaks.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315251",
  "city_as_filed": "GLENWOOD SPRINGS",
  "url": "https://advisorcensus.com/firm/sunlight-peaks-financial-partners-llc-glenwood-springs-co-315251",
  "display_name": "Sunlight Peaks Financial Partners, LLC",
  "summary": "Sunlight Peaks Financial Partners, LLC is a state-registered investment advisory firm in Glenwood Springs, CO, registered since 2023, with no regulatory assets under management reported in its Form ADV filing dated May 29, 2026.",
  "citation": "AdvisorCensus. Sunlight Peaks Financial Partners, LLC (CRD 315251): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Sunlight Peaks Financial Partners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Sunlight Peaks Financial Partners, LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Sunlight Peaks Financial Partners, LLC located?",
      "a": "Sunlight Peaks Financial Partners, LLC's principal office is in Glenwood Springs, CO, according to its Form ADV."
    },
    {
      "q": "Is Sunlight Peaks Financial Partners, LLC registered with the SEC or a state?",
      "a": "Sunlight Peaks Financial Partners, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 315251."
    },
    {
      "q": "How have Sunlight Peaks Financial Partners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Sunlight Peaks Financial Partners, LLC: Regulatory assets under management: $0 in the October 2021 data and $43,380,932 in the October 2023 data. Total employees: 6 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does Sunlight Peaks Financial Partners, LLC report any disciplinary disclosures?",
      "a": "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/315251"
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 0.0,
      "total_employees": 6,
      "filing_date": "2021-06-04"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 124902678.0,
      "total_employees": 5,
      "filing_date": "2022-07-01"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 43380932.0,
      "total_employees": 3,
      "filing_date": "2023-07-25"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 3,
      "filing_date": "2026-05-29"
    }
  ],
  "recent_changes": [],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/sunlight-peaks-financial-partners-llc-glenwood-springs-co-315251.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "banking_thrift",
      "label": "Banking or thrift institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "investment_companies",
      "label": "Investment companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "business_development_companies",
      "label": "Business development companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pooled_investment_vehicles",
      "label": "Pooled investment vehicles (other than investment companies and business development companies)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "pension_profit_sharing",
      "label": "Pension and profit sharing plans (but not the plan participants or government pension plans)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "charitable",
      "label": "Charitable organizations",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "state_municipal",
      "label": "State or municipal government entities (including government pension plans)",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other_investment_advisers",
      "label": "Other investment advisers",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "insurance_companies",
      "label": "Insurance companies",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "sovereign_wealth_foreign_official",
      "label": "Sovereign wealth funds and foreign official institutions",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "corporations_other_businesses",
      "label": "Corporations or other businesses not listed above",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    },
    {
      "type": "other",
      "label": "Other",
      "count": null,
      "fewer_than_5": false,
      "raum": 0.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/315251",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}