This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

48 PEAKS WEALTH ADVISORS LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jan 24, 1985earliest registration or exam on IAPD

Years in industry

41derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Jan 24, 1985

First registration

Nov 6, 2002

Dual registered

no

IAPD individual key

1332988

• Occurred

  Dec 21, 2022
  Advisor changed firm

  David Yarger Winey left American Investors Group, Inc. for 48 Peaks Wealth Advisors Llc (registered 2026-01-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:b08f4e4b-62ff-6860-9667-2a1b6fed4d4e

First observed

Nov 6, 2002

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.