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| Twin Peaks Wealth Advisors LLC
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| |
|---|---|
| CRD # | 323817 |
| SEC # | 801-126874 |
| CIK # | 0002006218 |
| AUM | $318.5 MM (2024-08-13) |
| Employees | 7 (100% Investors, 14% Brokers) |
| Phone | 650-200-0308 |
| Address | 1 Daniel Burnham Court San Francisco, CA 94109 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 12.9 | |
| META | 434,852.0 | 7.9 | |
| MSFT | 1,918,222.4 | 5.8 | |
| AMZN | 1,092,997.8 | 5.7 | |
| NVDA | 399,550.0 | 5.1 | |
| GOOG | 1,482,566.4 | 2.2 | |
| AVGO | 201,282.9 | 2.1 | |
| GOOGL | 1,475,138.5 | 2.0 | |
| TSLA | 723,390.3 | 1.8 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 337 | 130.5 |
| (b) Individuals (high net worth individuals) | 74 | 182.6 |
| (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 | 3 | 5.3 |
| (n) Other | 0 | 0.0 |
| Total | 1,402 | 318.5 |
| By Discretionary | ||
| Discretionary | 1,402 | 318.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,402 | 318.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 318.5 | |
| Total | 1,402 | 318.5 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0002006218] |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Capstone Capital LLC
✚
|
NV | 0.3 |
|
Stone Point Wealth LLC
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|
FL | 0.3 |
|
Smith W B & Co Inc
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|
MA | 0.3 |
|
Concord Investment Counsel
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|
CA | 0.3 |
|
Roger Wittlin Investment Advisory LLC
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|
CA | 0.3 |
|
Morton Brown Family Wealth LLC
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|
PA | 0.3 |
|
Auour Investments LLC
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|
MA | 0.3 |
|
Legacy CG LLC
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|
TX | 0.3 |
|
Intrepid Financial Planning Group LLC
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|
IN | 0.3 |
|
Fifth Force Management LLC
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|
TX | 0.3 |