A complete list of active advisors currently associated with White Peaks Asset Management, LLC

Warmer can help you find a great advisor at White Peaks Asset Management, LLC or one who fits your needs even better.

White Peaks Asset Management, LLC is an independent, state-registered investment adviser run by a single professional that provides personalized, discretionary portfolio management exclusively through individually managed accounts. As of December 31, 2024, the firm reported managing approximately $4.1 million across eight individual clients and generally seeks to work with investors who have at least $500,000 in investable assets. WPAM follows a research-driven, long-term investment approach that uses public filings, earnings calls, industry networking, and third‑party research to inform decisions and may take concentrated positions when warranted. The firm conducts an in‑depth discovery process to tailor portfolios to each client’s objectives, risk tolerance, and time horizon and typically manages accounts on a discretionary basis with ongoing updates as circumstances change. Distinctively, WPAM may employ leverage and derivatives — including borrowing in separately managed accounts and the use of stock options for downside hedging, return enhancement, and strategic positioning — a practice that is uncommon among independent peers and that materially alters portfolio risk. The firm recently moved away from pooled funds to focus exclusively on SMAs, allows personal trading and affiliated investments under a Code of Ethics, and does not vote client proxies (clients receive proxy materials directly).

To learn more about the advisors currently working at White Peaks Asset Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.