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White Peak Investments

EST. AUM
$250,000,000

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CLIENT ACCOUNTS

Firm Details

Metro area Tucson
CRD Number
Website whitepeakinvestments.com
Client types

Overview

White Peak Investments is a wealth advisory practice specializing in alternative investment solutions for high-net-worth individuals and business owners. The practice focuses on expanding portfolios beyond traditional public stocks and bonds by providing access to private equity, venture capital, private real estate, hedged strategies, and tax-efficient investment opportunities. Rather than comprehensive financial planning, it emphasizes investment advisory and portfolio diversification. Advisory services are delivered through Legacy Wealth Management, LLC, an SEC-registered investment adviser.

Platform Details

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Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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