RIA Intel›Advisers›Idaho›3 PEAKS FINANCIAL ADVISORS, LLC

3 PEAKS FINANCIAL ADVISORS, LLC

Advisory

AMMON, ID

Data as of Feb 18, 2026 · Source: SEC Form ADV

Average account

$213K

across 252 accounts

AUM per adviser

$27M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 18, 2026.

Total AUM

$54M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$54M

Discretionary AUM$54M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients281

Team

Total Employees3

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, ID, MT, UT, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

281 clients

14 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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