# TWIN PEAKS WEALTH MANAGEMENT LLC

TWIN PEAKS WEALTH MANAGEMENT LLC of COTTONWOOD HEIGHTS, UT is an SEC-registered investment adviser.

## Registration

- CRD: 165044
- Type: SEC-registered investment adviser
- Location: 2825 EAST COTTONWOOD PARKWAY, COTTONWOOD HEIGHTS, UT, 84121
- Phone: 801-557-8725
- Latest filing: 2026-03-23
- Regulatory AUM: $50.0M
- Discretionary AUM: $28.0M
- Non-discretionary AUM: $22.0M
- Clients: 1
- Accounts: 86

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/165044/brochure
- Similar advisers: https://search.stillhousedata.com/firm/165044/similar
- Related entities: https://search.stillhousedata.com/firm/165044/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/165044

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.