← Back to searchVisit website
TWIN PEAKS WEALTH ADVISORS
TWIN PEAKS WEALTH ADVISORS, LLC
CRD 323817 · SEC 801-126874
AZ, United States
Phone
(650) 200-0308
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$584.8M
Discretionary AUM
$584.8M
Team
14 total employees; 9 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-04-14
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consultingSelection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 228 | $117.3M |
| High net worth individuals | 194 | $451.5M |
| Pension/profit sharing plans | 4 | $3.6M |
| Charitable organizations | 2 | $2.5M |
| Corporations/business entities | 3 | $10.0M |
States served
AZ, CA, CO, LA, NV, NY, OR, WA, TX
All web addresses on file
Official SEC filing: View on IAPD