TWIN PEAKS WEALTH MANAGEMENT LLC

Overview

Twin Peaks Wealth Management LLC is an independent, individual-owned registered investment adviser that serves high-net-worth individuals and families and small business owners. The firm’s advisory mix centers on financial planning and discretionary portfolio management for individuals and small businesses, with supplemental pension consulting. Fee arrangements include percentage-of-AUM billing along with hourly and fixed-fee options, which supports both ongoing portfolio relationships and project-based planning engagements. Investment behavior indicates a preference for pooled public funds as the core building block of client portfolios, complemented by allocations to third-party alternative managers. The firm is not positioned as a capital allocator; instead it sources external managers for specialty exposures. Twin Peaks is not an active ESG investor and appears to operate as a single-state adviser based on the filing attributes.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices