TWINLEAF FINANCIAL ADVISORS

TWINLEAF FINANCIAL ADVISORS is an SEC-registered investment adviser (CRD 323737). Regulatory assets under management: $11.9M.

Registration

• CRD: 323737
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323737 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search