Twin Peaks Wealth Advisors
Twin Peaks Wealth Advisors is an SEC-registered wealth manager with $584.8M assets under management (AUM, regulatory AUM), +42% over one year. See who owns Twin Peaks Wealth Advisors: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 323817, SEC 801-126874, data through 2026-04-14.
- AUM (assets under management / regulatory AUM)
- $584.8M (2026-04-14)
- Firm type
- Wealth Manager
- Employees
- 14
- Clients
- 431
- CRD
- 323817
- Ownership
- Hermanson, Katrina, Lynn; KUMAR, TUSHAR; KUMAR, VISHAL
How much AUM does Twin Peaks Wealth Advisors have?
Twin Peaks Wealth Advisors reported $584.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-04-14).
Who owns Twin Peaks Wealth Advisors?
Disclosed owners and executives of Twin Peaks Wealth Advisors include Hermanson, Katrina, Lynn, KUMAR, TUSHAR, KUMAR, VISHAL. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.