RIA Intel›Advisers›Arizona›FIVE PEAKS FINANCIAL CONSULTING, INC.

FIVE PEAKS FINANCIAL CONSULTING, INC.

Advisory

AZ

Data as of Mar 25, 2026 · Source: SEC Form ADV

Average account

$3M

across 6 accounts

AUM per adviser

$16M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 25, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$16M

Discretionary AUM$0

Non-Discretionary AUM$16M

Discretionary %0%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InAZ

Succession Risk

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

See plansIncluded with the Intelligence plan

Peer Benchmarking

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

See plansIncluded with the Intelligence plan

Owners & Officers

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

See plansIncluded with the Intelligence plan

Client Demographics

6 clients

6 high-net-worth

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

See plansIncluded with the Intelligence plan

Advisers of similar size in AZ

Closest by assets under management. All figures from Form ADV.

JRJ MANAGEMENT, L.L.C.

$16M

LIFE MOVES WEALTH MANAGEMENT, LLC

$15M

CAMELBACK CAPITAL MANAGEMENT, LLC

$15M

$15M

OCOTILLO WEALTH MANAGEMENT LLC

$16M

WEALTHX ADVISORS LLC

$16M

Get the full picture on FIVE PEAKS FINANCIAL CONSULTING, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track FIVE PEAKS FINANCIAL CONSULTING, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans