Twin Peaks Wealth Advisors

RIASEC RegisteredEst. 2022

Total AUM

$585M

Discretionary

$585M

100% of AUM

Avg account

$330K

Accounts

1,772

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 323817
Registered since: November 10, 2022
Website: twinpwa.com
Custodians: CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI77.2%
Individuals20.06%
Corporations / Businesses1.7%
Pension & Profit Sharing Plans0.61%
Charitable Organizations0.42%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Twin Peaks Wealth Advisors is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm is owner-operated (individual ownership) and identifies itself as a capital allocator that combines fee-based investment management with financial planning and insurance brokerage capabilities. Its client mix includes individuals and families as well as institutional relationships. Advisory services listed include financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. Fee arrangements span a percentage of AUM, hourly charges, and fixed fees. The firm reports being an active ESG investor and maintains industry ties with a broker-dealer and an insurance company.