A complete list of active advisors currently associated with Twin Peaks Wealth Advisors

Warmer can help you find a great advisor at Twin Peaks Wealth Advisors or one who fits your needs even better.

Twin Peaks Wealth Advisors provides discretionary investment management, financial planning, legacy asset oversight, consulting, and retirement-plan services to individuals, high‑net‑worth families, trusts, retirement plans, corporations, and foundations. The SEC‑registered firm reports roughly $584.8 million in discretionary assets under management, serves about 422 clients through a team of ten advisors, and uses tiered programs that distinguish “Wealth Management” (for clients with $2 million or more) from Investment Services for smaller relationships. The firm combines strategic asset allocation with active management, using institutional mutual funds and ETFs alongside tactical themes informed by third‑party research sources cited in the brochure (e.g., Morningstar, Fidelity, BlackRock). TPWA integrates third‑party technology and managers into its process—Nitrogen for risk profiling, eMoney and Black Diamond for reporting, and independent sub‑advisers (notably Eaglebrook for direct cryptocurrency SMAs held at Gemini)—and the brochure discloses that it may recommend borrowing (margin) in client accounts for non‑investment financing needs. Several operational and marketing features noted in the firm’s disclosures set it apart from many team peers: some investment advisor representatives are also registered representatives of the broker‑dealer Purshe Kaplan Sterling (and may earn commissions in that capacity), the firm is affiliated with an insurance agency (TPWA Insurance Services), and its materials disclose use of testimonials, endorsements, and the advertisement of third‑party ratings. The brochure also emphasizes layered fee considerations when allocating to sub‑advisers (with examples such as AQR and Eaglebrook), and describes formal due diligence and delegation practices for third‑party managers.

To learn more about the advisors currently working at Twin Peaks Wealth Advisors, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.