user avatar

Evan Jay Salke

Advisor at Alpine Peaks Consulting — Alpine Meadows, CA

Updated today

Credentials

Series 65

Experience

16 years

Location

Alpine Meadows, CA

Alpine Peaks Consulting logo

Alpine Peaks Consulting

Independent

Total advisors

1

Clients per advisor

5 Low

Avg AUM per client

$5,018,631 Very High

HNW client ratio

20% Typical

About

Evan Salke is the sole advisor at Alpine Peaks Consulting in Alpine Meadows, CA, holding a Series 65 designation with 15 years of industry experience. He has a long career background including roles at River Ranch Lodge and ongoing involvement with Salke Consulting and Alpine Meadows Ski Corp. Outside of investment advisory, he provides IT consulting, small business accounting, database setup, and web design through his firm. Alpine Peaks Consulting serves individuals, high net worth clients, families, and privately owned businesses, offering financial planning, investment analysis, and portfolio construction. The firm combines fundamental and technical analysis with tailored recommendations and conducts regular account reviews, managing most assets on a non-discretionary basis while also providing non-investment consulting services such as cash flow management and IT system support.

Client services

Based on Alpine Peaks Consulting

Financial planning Portfolio management

Expertise

Based on Alpine Peaks Consulting

Cash flow / budgeting

Occupation focus

Based on Alpine Peaks Consulting

Founder/Business Owner

Not sure if this advisor is right for you?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

Flat fee starting at $2,000 for basic financial planning and portfolio recommendations; higher flat fees negotiated as needed

Other

Minimum fee: Starts at a flat rate of $2,000 for basic financial overview and plan including 3 hours consultation over 3 months; higher flat rates negotiated for more active management or sophisticated planning Fee-only: Fee-only investment advisor; no commissions or referral fees accepted

Location

Alpine Meadows, CA

Alpine Meadows CA

Advisors at this office

1

Most active in

California

Work history

16 years of industry experience

River Ranch Lodge

1996 - 2020 • 24 years

Tahoe City, CA

Salke Consulting

1995 - Present • 31 years

Tahoe City, CA

Alpine Meadows Ski Corp.

1994 - Present • 32 years

Tahoe City, CA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

David V

Series 65

Incline Village, NV

Vomund Investment Management, LLC

David Vomund is the sole advisor at Vomund Investment Management, LLC in Incline Village, NV. He holds a Series 65 designation and has 27 years of industry experience. He has operated Vomund Investment Services since 1993. Vomund Investment Management provides discretionary asset and portfolio management to individuals, retirement plans, trusts, estates, charitable organizations, and corporate entities. The firm uses a combination of fundamental and technical analysis along with a proprietary, computer-generated style-rotation strategy for ETFs, alongside a Reduced Risk Income program focused on income generation through high-yield preferreds, floating-rate funds, bonds, and dividend-paying stocks.

Passive / index investing Active portfolio management Income planning
user avatar

Jason T

Series 65

Truckee, CA

Toups Capital Advisors LLC

Jason Toups is the principal of Toups Capital Advisors LLC and holds a Series 65 designation. He has three years of industry experience and previously worked at firms including Swayable, Civitech, and Alloy PBC. Toups Capital Advisors provides portfolio management and financial planning services to individual and high-net-worth clients. The firm’s investment approach is based on modern portfolio theory and long-term trading, managing approximately $45 million across a small client base with diversified allocations and documented risk tolerances.

Wealth management Real estate investing Private / alternative investments
user avatar

Alex G

Series 65

Tahoe City, CA

AlpenGlobal Capital, LLC

Alex Gutt is a financial advisor at AlpenGlobal Capital, LLC with 19 years of industry experience. He holds the Series 65 designation and has been with AlpenGlobal since 2006. AlpenGlobal provides discretionary portfolio management and financial planning services to individuals, trusts, estates, charitable organizations, and other entities. The firm focuses on individualized strategic asset allocations, emphasizing global equity positions identified through fundamental research and long-term holding, supplemented by mutual funds, ETFs, and opportunistic use of options and alternative investments.

Active portfolio management Options & derivatives strategies Private / alternative investments
user avatar

Margaret R

CFA®, Series 63, Series 65

Crystal Bay, NV

Rubey & Rust Capital Management, LLC

Margaret Rust is a CFA® charterholder with 33 years of industry experience, currently serving at Rubey & Rust Capital Management, LLC, where she has been since 2016. She is also involved in the sale of wellness products through Arbonne. Rubey & Rust Capital Management serves individuals, trusts, pension and profit-sharing plans, and business entities with portfolio management and retirement plan consulting, managing approximately $381 million in assets. The firm employs a combination of fundamental, technical, and cyclical analysis, using both discretionary and non-discretionary strategies, including options and margin, which are distinctive features compared with peers.

Active portfolio management Options & derivatives strategies
user avatar

Paul B

Series 63, Series 65

Carnelian Bay, CA

ClearPath Capital Partners LLC

Paul Boyd is a financial advisor at ClearPath Capital Partners LLC with 38 years of industry experience. He has been with ClearPath since 1996 and holds Series 63 and Series 65 licenses. ClearPath Capital Partners LLC provides investment management, financial advisory, and financial planning services primarily to high-net-worth individuals and families, as well as institutional clients such as foundations, endowments, and donor-advised funds. The firm employs a research-intensive, tactical asset allocation approach and operates private funds focused on later-stage technology and technology-enabled companies.

Active portfolio management Private / alternative investments Liquidity event planning Executive Founder/Business Owner
user avatar

David S

Series 63, Series 65

Crystal Bay, NV

HG Wealth Partners LLC

David Simon is a financial advisor at HG Wealth Partners LLC with 42 years of industry experience. He previously worked at Western International Securities, Inc. for 21 years. He holds Series 63 and Series 65 licenses. HG Wealth Partners is a small registered investment adviser that provides discretionary portfolio management and standalone financial planning to individual clients, families, trusts, and certain institutional or corporate accounts. The firm manages portfolios primarily through fundamental analysis and periodic reviews, offering financial planning as a separate engagement without requiring implementation through the firm.

General retirement planning Business succession planning Cash flow / budgeting
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)