TWIN RIVERS WEALTH MANAGEMENT LLC

TWIN RIVERS WEALTH MANAGEMENT LLC of SACRAMENTO, CA is an SEC-registered investment adviser (CRD 305773). Regulatory assets under management: $121.5M.

Registration

• CRD: 305773
• SEC file number: 801-137185
• Type: Registered investment adviser
• Location: 1783 TRIBUTE RD., SUITE D, SACRAMENTO, CA, 95815
• Phone: 916-545-2581
• Latest filing: 2026-07-29
• Regulatory AUM: $121.5M
• Discretionary AUM: $121.5M
• Clients: 5
• Accounts: 700

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Pensions, Charities.

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305773 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search