# Sunlight Peaks Financial Partners, LLC

> 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.

- CRD: 315251
- Filed as: SUNLIGHT PEAKS FINANCIAL PARTNERS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Glenwood Springs, CO
- Filing period: October 2026
- Form ADV filing dated: May 29, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/315251
- AdvisorCensus page: https://advisorcensus.com/firm/sunlight-peaks-financial-partners-llc-glenwood-springs-co-315251

## Quick answers

**How is Sunlight Peaks Financial Partners, LLC compensated?**
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.

**Where is Sunlight Peaks Financial Partners, LLC located?**
Sunlight Peaks Financial Partners, LLC's principal office is in Glenwood Springs, CO, according to its Form ADV.

**Is Sunlight Peaks Financial Partners, LLC registered with the SEC or a state?**
Sunlight Peaks Financial Partners, LLC is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 315251.

**How have Sunlight Peaks Financial Partners, LLC's assets and staff changed since 2021?**
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.

**Does Sunlight Peaks Financial Partners, 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/315251

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Not reported | $0 |
| High net worth individuals | Not reported | $0 |
| Banking or thrift institutions | Not reported | $0 |
| Investment companies | Not reported | $0 |
| Business development companies | Not reported | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | Not reported | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Not reported | $0 |
| Charitable organizations | Not reported | $0 |
| State or municipal government entities (including government pension plans) | Not reported | $0 |
| Other investment advisers | Not reported | $0 |
| Insurance companies | Not reported | $0 |
| Sovereign wealth funds and foreign official institutions | Not reported | $0 |
| Corporations or other businesses not listed above | Not reported | $0 |
| Other | Not reported | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CO, MD, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- sunlightpeaks.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $0 | 6 | June 4, 2021 |
| October 2022 | $124,902,678 | 5 | July 1, 2022 |
| October 2023 | $43,380,932 | 3 | July 25, 2023 |
| October 2026 | Not reported | 3 | May 29, 2026 |

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.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Sunlight Peaks Financial Partners, LLC (CRD 315251): Form ADV filing data as of October 2026.