TWIN PEAKS WEALTH ADVISORS

TWIN PEAKS WEALTH ADVISORS is an SEC-registered investment adviser (CRD 323817). Regulatory assets under management: $584.8M.

Registration

• CRD: 323817
• SEC file number: 801-126874
• Type: Registered investment adviser
• Phone: (650) 200-0308
• Latest filing: 2026-09-04
• Regulatory AUM: $584.8M
• Discretionary AUM: $584.8M
• Clients: 14
• Accounts: 1,772

Business model

Compensation: % of AUM, Hourly, Fixed.

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

Officers, owners & control persons (6)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 323817 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search