| 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 |
Twin Peaks Wealth Advisors, LLC reports $410.4 million in regulatory assets under management on its Form ADV.
Twin Peaks Wealth Advisors, LLC reports 9 employees.
Twin Peaks Wealth Advisors, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Phone | (650) 200-0308 |
| Office hours | By Appointment |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
| Discretionary | $410.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $410.4M |