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| Twin Peaks Wealth Advisors LLC
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|---|---|
| CRD # | 323817 |
| SEC # | 801-126874 |
| CIK # | 0002006218 |
| AUM | 584.8 M (2026-04-14) |
| Employees | 14 (64% Investors, 7% Brokers) |
| Fees | |
| Minimum | |
| Phone | 650-200-0308 |
| Address | |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 18.9 | ||
| Nvidia Corp | 11.4 | ||
| Facebook Inc | 8.4 | ||
| Amazon Com Inc | 6.9 | ||
| Microsoft Corp | 5.4 | ||
| Alphabet Inc | 4.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 228 | 117.3 |
| (b) Individuals (high net worth individuals) | 194 | 451.5 |
| (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 | 4 | 3.6 |
| (h) Charitable organizations | 2 | 2.5 |
| (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 | 10.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,772 | 584.8 |
| By Discretionary | ||
| Discretionary | 1,772 | 584.8 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,772 | 584.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 584.8 | |
| Total | 1,772 | 584.8 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002006218] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
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|---|---|---|
|
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|
Addison Advisors LLC
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