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| Twin Peaks Wealth Advisors LLC
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|---|---|
| CRD # | 323817 |
| SEC # | 801-126874 |
| CIK # | 0002006218 |
| AUM | $410.4 M (2025-07-29) |
| Employees | 9 (100% Investors, 11% Brokers) |
| Phone | 650-200-0308 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 14.3 | ||
| Facebook Inc | 12.5 | ||
| Nvidia Corp | 7.6 | ||
| Amazon Com Inc | 6.6 | ||
| Microsoft Corp | 6.6 | ||
| Alphabet Inc | 2.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 297 | 128.2 |
| (b) Individuals (high net worth individuals) | 131 | 275.8 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 6.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,592 | 410.4 |
| By Discretionary | ||
| Discretionary | 1,592 | 410.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,592 | 410.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 410.4 | |
| Total | 1,592 | 410.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0002006218] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Tilia Fiduciary Partners Inc
✚
|
NC | 0.4 |
|
Johnson & White Wealth Management LLC
✚
|
PA | 0.4 |
|
Decker Wealth Management LLC
✚
|
TN | 0.4 |
|
Socha Financial Group LLC
✚
|
NY | 0.4 |
|
The Planning Project LLC
✚
|
TX | 0.4 |
|
Arnold Weitz & Co
✚
|
NE | 0.4 |
|
Stuart Chausse & Associates Inc
✚
|
0.4 | |
|
The Financial Resource Center Inc
✚
|
IN | 0.4 |
|
Financial Freedom LLC
✚
|
OH | 0.4 |
|
Mastodon Advisory Group LLC
✚
|
0.4 |