Twin Peaks Wealth Advisors, LLC
● SEC registered since 2022CRD 323817SEC# 801-126874
Reg. AUM
$584.8M
Employees
14
Accounts
1,772
Location
—
Twin Peaks Wealth Advisors, LLC assets under management
Twin Peaks Wealth Advisors, LLC is an investment advisory firm registered with the SEC. The firm has been registered since 2022. It reports $584.8 million in regulatory assets under management and employs 14 people.
Twin Peaks Wealth Advisors, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Katrina Lynn Hermanson | Cco & Coo | Under 5% | 2022 |
| Tushar Kumar Control | Principal | 50-75% | 2022 |
| Vishal Kumar Control | Principal | 50-75% | 2022 |
Frequently asked questions
How much does Twin Peaks Wealth Advisors, LLC manage?
Twin Peaks Wealth Advisors, LLC reports $584.8 million in regulatory assets under management on its Form ADV.
How many employees does Twin Peaks Wealth Advisors, LLC have?
Twin Peaks Wealth Advisors, LLC reports 14 employees.
Does Twin Peaks Wealth Advisors, LLC disclose fund performance?
Twin Peaks Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Phone | (650) 200-0308 |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$584.8M▲ 42%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 44%
Larger than 56% of 16,271 advisers
EmployeesTop 32%
More than 68% of 16,825 advisers
Assets under management
$584.8Mregulatory AUM
Discretionary $584.8M