# Walter Schwarz

> Walter Schwarz is a fee-only financial advisor at Lone Peak Asset Management in Westlake Village, California. Lone Peak Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/walter-schwarz/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Lone Peak Asset Management
- **Based in:** Westlake Village, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $19M across 72 accounts
- **CRD:** 1057065 (https://adviserinfo.sec.gov/individual/summary/1057065)
- **SEC registration:** Investment adviser representative in UT
- **Exams passed:** Series 63 (1990)
- **Firm size:** 1 employee
- **Disclosures:** Reported; see the SEC record

## Frequently asked questions

### Is Walter Schwarz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Walter holds no broker registration, and Lone Peak Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Walter charge for financial advice?

Walter's firm, Lone Peak Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Walter Schwarz based?

Walter Schwarz is based in Westlake Village, California.

### Is Walter Schwarz registered with the SEC?

Yes. Walter Schwarz is registered as an investment adviser representative in UT (CRD 1057065), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Lone Peak Asset Management manage?

Lone Peak Asset Management reports $19M across 72 accounts in assets under management.

### How do I contact Walter Schwarz?

Contact details aren't on file yet. Search for Lone Peak Asset Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1057065): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.