RIA Intel›Advisers›Arizona›GREEN PEAKS PLANNING LLC

GREEN PEAKS PLANNING LLC

Advisory

AZ

Data as of Apr 30, 2026 · Source: SEC Form ADV

Average account

$423K

across 109 accounts

AUM per adviser

$15M

3 advisers

Source: SEC Form ADV. Figures as filed Apr 30, 2026.

Total AUM

$46M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$46M

Discretionary AUM$46M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients109

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InAZ, LA, NE, TX

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

109 clients

9 high-net-worth

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

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

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