RIA Intel›Advisers›New Jersey›WESTPEAK FINANCIAL LLC

WESTPEAK FINANCIAL LLC

Advisory

NJ

Data as of Mar 19, 2026 · Source: SEC Form ADV

Average account
$116K
across 3 accounts
AUM per adviser
$349K
1 adviser

Source: SEC Form ADV. Figures as filed Mar 19, 2026.

Total AUM
$349K
Discretionary %
100%
Clients
2
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$349K
Discretionary AUM$349K
Non-Discretionary AUM$0
Discretionary %100%
Total Clients2
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InNJ
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in NJ

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

GEMINI MANAGEMENT & RESEARCH LLC
HOBOKEN, NJ
$350K
SKYY FINANCIAL GROUP, LLC
$335K
CORSANO, STEPHEN ANTHONY
$325K
FIVE POINT INVESTMENTS LLC
$315K
FALCONE INVESTMENTS LLC
PENNINGTON, NJ
$400K
NAVESINK ADVISORS LLC
$400K

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