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TWIN PEAKS WEALTH MANAGEMENT LLC
CRD 165044
2825 EAST COTTONWOOD PARKWAY, SUITE 500, COTTONWOOD HEIGHTS, UT, 84121, United States
Phone
801-557-8725
Fax
801-557-8725
Registration
— (—)
Source
State registered
Total AUM
$50.0M
Discretionary AUM
$28.0M
Team
1 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-23
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 28 | $8.0M |
| High net worth individuals | 21 | $20.0M |
All web addresses on file
Official SEC filing: View on IAPD