TWIN PEAKS WEALTH MANAGEMENT LLC

TWIN PEAKS WEALTH MANAGEMENT LLC of COTTONWOOD HEIGHTS, UT is an SEC-registered investment adviser (CRD 165044). Regulatory assets under management: $50.0M.

Registration

• CRD: 165044
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 165044 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search