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Clarity Through
Our Unique Perspective

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Welcome to Lone Peak Advisers

Lone Peak Advisers (LPA) is an Asset Management Firm focused on providing clients access to 1000s of asset management strategies through a tailored approach to achieving your investment objectives.

 

Our Platinum Client Service Experience drives our holistic approach to wealth development by incorporating every aspect of a client's financial situation and bringing it together in an easy to use client platform.

Our Platinum Client Experience Makes All The Difference

Excellence in Service

We go above and beyond what is generally expected from a financial advisory firm. The Platinum Client Experience is a level of service our Advisors take pride in delivering to our most valuable asset, our clients.

Consistency & Highly Responsive 

Every interaction is met with the highest standard of excellence.  We require immediate recognition of calls and inquires.

Communication 

Technology has expanded our ability to connect with our clients. Receiving timely advice specific to your needs is our priority. Connecting with your Advisor has never been so simple, whether by phone, email, video or chat portal, we have the answers you need, when you need them.

Easy to Use Financial Dashboard

Our client dashboard brings all financial assets & liabilities into the client dashboard. Tracking your financial wellness has never been easier.

Get LPA's Current Economic & Stock Market Outlook

Newsletters and Updates coming soon!

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Premium Client Services

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Asset Management

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Holistic Financial Planning

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Tailored Fiduciary Advice

Institutional Employee Benefit Packages

Institutional Employee Benefit Packages

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Self Directed Brokerage Accounts

LPA Newsletter

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Contact

LONE PEAK ADVISERS

© 2022 Lone Peak Advisers LLC

Investment & Financial Services through Lone Peak Advisers LLC

Headquarters

11650 South State Street

Suite 200

Draper, Utah 84020

Contact Information

info@lonepeakadvisers.com

801-855-8886

Disclosures

1. Form CRS (ADV Part 3)

2. ADV Part 2A

3. Privacy Policy

Lone Peak Advisers, LLC (LPA), is a Registered Investment Advisor. To Check on LPA’s CRD Registration status with FINRA, go to https://brokercheck.finra.org/  and enter CRD #296772 under “firm” tab. Additionally, to check LPA’s SEC Registrations status, go to https://adviserinfo.gov/ and enter SEC# 801-127627 under “firm” tab.  All offers made or implied are exclusively made by LPA on a discretionary basis and may not be honored outside the LPA network. Any investment recommendations are based on a fiduciary standard but still involve risk of loss. Returns are hypothetical and for illustration purposes only and are designed to reflect the advantages that could result by utilizing the services of a fiduciary advisor. The LPA Website and other content may discuss specific investment ideas, however these are subject to your risk tolerance and should not be considered advice or a recommendation. Consult your dedicated LPA Advisor for fiduciary recommendations suitable to your personal situation or the advice of your current financial or tax advisor.  . Investment Advisory services offered through Lone Peak Advisers, LLC. Securities offered through Transitional Broker, LLC is an SEC registered Broker-Dealer and Member FINRA/SIPC. 

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