Twin Rivers Wealth Management

Overview

Twin Rivers Wealth Management is an independent registered investment adviser organized as a limited liability company and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients and acts as a capital allocator, selecting and overseeing third‑party managers on clients’ behalf. Its service mix centers on financial planning, portfolio management for individuals and small businesses, pension consulting and manager selection, plus educational seminars and workshops. Fee arrangements include percentage-of-AUM billing alongside hourly and fixed-fee options. The firm does not position itself as an ESG-focused investor and operates from a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices