Twin Peaks Wealth Advisors
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
FINTRXOverview
Twin Peaks Wealth Advisors is an independent registered investment adviser organized as an LLC and SEC-registered in 2022. The firm is individually owned and serves both individual and family clients as well as institutional relationships. Its advisory services include financial planning, portfolio management for individuals and small businesses, pension consulting, and selection of other advisers; the firm also operates as an insurance broker. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee engagements. Twin Peaks acts as a capital allocator, deploying client capital to third‑party managers, and identifies itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds57%
- Exchange Traded Equities20%
- Private Funds8%
- Non-Investment Grade Corp Bonds5%
- Other4%
Contacts
3 of 10
Tushar Kumar
Founder, Private Wealth AdvisorCRD 5703412
Vishal Kumar
Founder, Private Wealth AdvisorCRD 5763449
Joseph Knebel
Private Wealth AdvisorCRD 5785779
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 172Active vs passive
$415M in ETFs
59%
$245M
32%
$170M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $34.3M | 45,752 | 8.26% |
Location
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Location
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Headquartered in , null.
- Office locations
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