Zach R Royter
Investment adviser representative at Lone Peak Advisers
13 yearsExperience
3 statesRegistered in
$125.4MFirm assets
3 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
13 years in the industry.
- Lone Peak AdvisersApr 2020 to now
- Premier AdvisorsJul 2013 to now
Exams passed
- Series 65 · Uniform Investment Adviser Law2020
State registrations
Registered as an investment adviser representative in 3 states (ID, TX, UT).
Lone Peak Advisers
Legal name: Lone Peak Advisers, LLC
$125.4MAssets managed
905Clients
8Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6231100
- Firm CRD
- 296772