# TWINLEAF FINANCIAL ADVISORS

TWINLEAF FINANCIAL ADVISORS is an SEC-registered investment adviser.

## Registration

- CRD: 323737
- Type: SEC-registered investment adviser
- Phone: 3215213133
- Latest filing: 2026-07-27
- Regulatory AUM: $11.9M
- Discretionary AUM: $11.9M
- Clients: 3
- Accounts: 223

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/323737/brochure
- Similar advisers: https://search.stillhousedata.com/firm/323737/similar
- Related entities: https://search.stillhousedata.com/firm/323737/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/323737

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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.