RIA Intel›Advisers›Arizona›FOUR PEAKS PLANNING AND INVESTMENTS LLC

FOUR PEAKS PLANNING AND INVESTMENTS LLC

Advisory

GILBERT, AZ

Data as of Mar 27, 2026 · Source: SEC Form ADV

Rank in AZ

#349

of 387 advisers by AUM

Average account

$153K

across 391 accounts

AUM per adviser

$60M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 27, 2026.

Total AUM

$60M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$60M

Discretionary AUM$56M

Non-Discretionary AUM$4M

Discretionary %93.3%

Total Clients376

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, CA

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

376 clients

10 high-net-worth

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

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