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Managing Member · 46 Peaks Investment Advisory Group

Erik N. Mosholt

CRD 2016965 · Named on Form ADV at one SEC-registered adviser

At a glance

46 Peaks Investment Advisory Group, an SEC-registered wealth manager based in Newtown, PA with $272 million in regulatory assets, lists Erik N. Mosholt on its Form ADV as Managing Member, a control person.

Firms and roles

AtlasMembers

Erik’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
1 firmLocked
When each role began
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Each firm’s assets and growth
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Erik’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.