46 Peaks LLC
● SEC registered since 2020CRD 306902SEC# 801-117945Newtown, PA
Reg. AUM
$272.1M
Employees
5
Accounts
445
Location
Newtown, PA
46 Peaks LLC assets under management
46 Peaks LLC operates as an SEC-registered investment adviser based in Newtown, PA. The firm has been registered since 2020. It reports $272.1 million in regulatory assets under management and employs 5 people.
46 Peaks LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brad Kenneth Heindel Control | Director Of Research | 10-25% | 2023 |
| Erik Nmn Mosholt Control | Managing Member | 25-50% | 2020 |
| Linda Christine Valente Control | Chief Compliance Officer | 5-10% | 2021 |
See all 4 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does 46 Peaks LLC manage?
46 Peaks LLC reports $272.1 million in regulatory assets under management on its Form ADV.
How many employees does 46 Peaks LLC have?
46 Peaks LLC reports 5 employees.
Where is 46 Peaks LLC located?
46 Peaks LLC is based in Newtown, PA and has been SEC-registered since 2020.
Does 46 Peaks LLC disclose fund performance?
46 Peaks LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 760 Newtown Yardley Road, Suite 114, Newtown, PA 18940 |
| Phone | 215-497-8310 |
| Fax | 215-497-8314 |
| Office hours | 8:00 a.m.-5:00 p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$272.1M▲ 28%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 65%
Larger than 35% of 16,271 advisers
EmployeesTop 62%
More than 38% of 16,825 advisers
Assets under management
$272.1Mregulatory AUM
Discretionary $272.1M