# Washington Peak Investment Advisors LLC

> Washington Peak Investment Advisors LLC is a state-registered investment advisory firm in Waterville Valley, NH, registered since 2017, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 289052
- Filed as: WASHINGTON PEAK INVESTMENT ADVISORS LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Waterville Valley, NH
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/289052
- AdvisorCensus page: https://advisorcensus.com/firm/washington-peak-investment-advisors-llc-waterville-valley-nh-289052

## Quick answers

**How is Washington Peak Investment Advisors LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Washington Peak Investment Advisors LLC reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Washington Peak Investment Advisors LLC located?**
Washington Peak Investment Advisors LLC's principal office is in Waterville Valley, NH, according to its Form ADV.

**Is Washington Peak Investment Advisors LLC registered with the SEC or a state?**
Washington Peak Investment Advisors LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 289052.

**How much does Washington Peak Investment Advisors LLC manage?**
Washington Peak Investment Advisors LLC reports $21,774,588 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (100% discretionary).

**What types of clients does Washington Peak Investment Advisors LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (19).

**Does Washington Peak Investment 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/289052

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $21,774,588
- Discretionary: $21,774,588
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $317,561 |
| High net worth individuals | 19 | $21,457,027 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MA, NH, NJ, NY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- washingtonpeak.com
- LinkedIn @andrew-s-parlin-84480013
- X @andrewparlin

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Washington Peak Investment Advisors LLC (CRD 289052): Form ADV filing data as of October 2026.