TWIN RIVERS WEALTH MANAGEMENT

Overview

Twin Rivers Wealth Management is an independent, owner-operated registered investment adviser structured as a limited liability company. The firm serves both individual and institutional clients, providing financial planning, portfolio management for individuals and small businesses, pension consulting, selection of other advisers, and educational workshops. It acts as a capital allocator, blending externally managed products with direct allocations to alternative strategies. Investment activity centers on pooled public vehicles and third-party alternatives. Public funds and mutual funds are the dominant sleeve within client portfolios, but the firm actively allocates to private placements, real estate, commodities and oil & gas opportunities when those investments align with client objectives and risk tolerances. Twin Rivers does not identify as an active ESG investor, and it operates as a single-state adviser under an individual ownership model. Its fee schedule includes percentage-of-AUM billing alongside hourly and fixed-fee engagements.

Assets & Accounts

Investments & Alternatives

Location & Offices