Walter Schwarz
Lone Peak Asset Management · Westlake Village, California
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.
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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 | $19M across 72 accounts |
| SEC registration | Investment adviser representative in UT · CRD 1057065 |
| Exams passed | Series 63 (1990) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Walter's firm compares
- Lone Peak Asset Management's average account is about $264,000, from its Form ADV (assets managed divided by 72 accounts).
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Questions about Walter
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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