TWIN HARBORS WEALTH MANAGEMENT LLC

Overview

Twin Harbors Wealth Management LLC is a small, fee-based advisory firm that focuses on portfolio management for individuals and small businesses, with a client base that includes both individual/family and institutional investors. The firm is structured as a limited liability company and is owned by an individual proprietor. It charges clients on a percentage-of-AUM basis and does not identify as an active ESG investor or a multi-state adviser. Investment activity is centered on publicly offered pooled vehicles rather than direct-stock concentrated strategies. The firm’s profile indicates a preference for diversified mutual fund exposures as the primary building blocks of client portfolios. Twin Harbors positions itself to manage discretionary portfolios and the structure of its assets suggests a model-oriented approach rather than high-touch securities selection or broad alternative allocations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices