Twin Rivers Wealth Management

RIASEC RegisteredEst. 2026

Total AUM

$122M

Discretionary

$122M

100% of AUM

Avg account

$174K

Accounts

700

Employees

Advisory reps

Firm details

Headquarters: Sacramento, California
CRD number: 305773
Registered since: August 28, 2026
Website: tr-wealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals63.62%
HNWI34.16%
Pension & Profit Sharing Plans1.32%
Corporations / Businesses0.91%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Twin Rivers Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm acts as a capital allocator and serves both individual & family clients and institutional clients. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and client education through seminars or workshops. Fee arrangements are a mix of percentage-of-AUM, hourly charges, and fixed fees. The firm does not identify as an active ESG investor and is not registered as a multi-state adviser.