Lone Peak Advisers, LLC
● SEC registered since 2023CRD 296772SEC# 801-127627Draper, UT
Reg. AUM
$125.4M
Employees
8
Accounts
905
Location
Draper, UT
Lone Peak Advisers, LLC assets under management
Lone Peak Advisers, LLC is an SEC-registered investment adviser based in Draper, UT. The firm has been registered since 2023. It reports $125.4 million in regulatory assets under management and employs 8 people.
Lone Peak Advisers, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Brad Jedd Myers | Supervisory Principal & Chief Compliance Officer | Under 5% | 2023 |
| David William James Control | Manager/Principal | Over 75% | 2018 |
Frequently asked questions
How much does Lone Peak Advisers, LLC manage?
Lone Peak Advisers, LLC reports $125.4 million in regulatory assets under management on its Form ADV.
How many employees does Lone Peak Advisers, LLC have?
Lone Peak Advisers, LLC reports 8 employees.
Where is Lone Peak Advisers, LLC located?
Lone Peak Advisers, LLC is based in Draper, UT and has been SEC-registered since 2023.
Does Lone Peak Advisers, LLC disclose fund performance?
Lone Peak Advisers, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 11650 South State Street, Suite 200, Draper, UT 84020-7150 |
| Phone | 801-855-8886 |
| Fax | 877-877-4015 |
| Office hours | 08:00a.m. - 05:00p.m. |
| SEC region | Denver Regional Office (DRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$125.4M▲ 5%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 88%
Larger than 12% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$125.4Mregulatory AUM
Discretionary $125.4M