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TWIN RIVERS WEALTH MANAGEMENT
TWIN RIVERS WEALTH MANAGEMENT LLC
CRD 305773
1783 TRIBUTE RD., SUITE D, SACRAMENTO, CA, 95815, United States
Phone
916-545-2581
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$121.5M
Discretionary AUM
$121.5M
Team
5 total employees; 4 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-31
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 234 | $77.3M |
| High net worth individuals | 22 | $41.5M |
| Pension/profit sharing plans | 3 | $1.6M |
| Other investment advisers | 8 | — |
| Corporations/business entities | 7 | $1.1M |
All web addresses on file
Official SEC filing: View on IAPD