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Twin Peaks Wealth Advisors

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Client assets under management

$568,802,185

Clients

422

46% high-net-worth

Advisors

10

of 14 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

42

Low

Average account size

$1,347,872

About

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.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Private / alternative investments ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k)

Occupation focus

Founder/Business Owner Executive

Demographic focus

HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Values-based investing

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Fee options

Fixed

Financial planning up to $30,000 fixed fee; Consulting services fixed fees up to $30,000.

Percentage

$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.50% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $5,000,000: 0.90% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $25,000,000: 0.65% $25,000,001+: 0.50%

Project-based

Up to $500 per hour for financial planning; $250-$500 per hour for consulting services.

Other

Account minimum: $1,000,000 Fee-only: Financial planning fees up to $30,000 fixed or up to $500/hour for clients under $2,000,000 in assets. Consulting services fixed fees up to $30,000 or $250-$500/hour.

Main office location

Twin Peaks Wealth Advisors

San Francisco CA, United States

Number of offices

4

Most active in

Arizona · California · Colorado · Louisiana · Nevada · New York · Oregon · Texas · Washington

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Ekansh V

Series 65

San Francisco, CA

Twin Peaks Wealth Advisors

Ekansh Vashishth is a financial advisor with Twin Peaks Wealth Advisors in Los Angeles, CA, holding a Series 65 designation and two years of industry experience. His background includes work at the University of California Berkeley from 2019 to 2023 before joining Twin Peaks Wealth Advisors. Twin Peaks Wealth Advisors serves a range of clients including individuals, families, trusts, retirement plans, corporations, and charitable foundations, offering discretionary investment management, financial planning, and consulting services. The firm employs diversified portfolios with equities, mutual funds, and ETFs, and may recommend alternative or ESG investments when appropriate.

Private / alternative investments ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Values-based investing
user avatar

Sultan B

Series 65

Burlingame, CA

Twin Peaks Wealth Advisors

Sultan Beardsley is a financial advisor at Twin Peaks Wealth Advisors with a Series 65 designation and three years of industry experience. Prior to joining Twin Peaks Wealth Advisors in 2022, he worked at LPL Financial and Swing Education. Beardsley is also licensed as a non-variable insurance agent. Twin Peaks Wealth Advisors serves individuals, families, trusts, retirement plans, corporations, and charitable foundations with discretionary investment management, financial planning, and consulting services. The firm typically implements diversified portfolios using equities, mutual funds, and ETFs, and offers alternative and ESG investment options when appropriate.

Private / alternative investments ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Values-based investing
user avatar

Brian N

CFP®, Series 63, Series 65

Newark, CA

Twin Peaks Wealth Advisors

Brian Nguyen is a CFP® professional with 18 years of experience in the financial services industry. He is currently an advisor at Twin Peaks Wealth Advisors and Purshe Kaplan Sterling Investments. His prior experience includes roles at LPL Financial, Sorrento Pacific Financial, Fremont Bank, and Investor Fan. Twin Peaks Wealth Advisors serves a diverse client base including individuals, high-net-worth families, trusts, retirement plans, corporations, and charitable foundations. The firm offers discretionary investment management, financial planning, consulting, and retirement plan advisory, typically implementing diversified portfolios with equities, mutual funds, and ETFs while incorporating alternative investments and ESG options when appropriate.

Private / alternative investments ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Values-based investing
user avatar

Krishna G

Series 63, Series 65

San Francisco, CA

Twin Peaks Wealth Advisors

Krishna Gaglani is a financial advisor at Twin Peaks Wealth Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mullin Barens Sanford, Tanager Wealth Management, John Lamb Wealth Management, James Hambro, and Kubera Wealth Ltd. Twin Peaks Wealth Advisors serves individuals, families, trusts, retirement plans, corporations, and charitable foundations with discretionary investment management, financial planning, and consulting services. The firm typically implements diversified portfolios using equities, mutual funds, and ETFs, and may recommend alternative investments or ESG options when appropriate.

Private / alternative investments ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Values-based investing
user avatar

Stephen N

Series 66

San Francisco, CA

Twin Peaks Wealth Advisors

Stephen Nguyen is a financial advisor at Twin Peaks Wealth Advisors with a Series 66 designation and three years of industry experience. Prior to joining Twin Peaks Wealth Advisors, he worked at Intuit Inc., Adobe Inc., and LPL Financial LLC. Outside of advising, he is involved in real estate rental activities. Twin Peaks Wealth Advisors serves individuals, families, trusts, retirement plans, corporations, and charitable foundations with discretionary investment management, financial planning, and consulting services. The firm typically implements diversified portfolios with equities, mutual funds, and ETFs, and may include alternative or ESG investments when appropriate.

Private / alternative investments ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Values-based investing
user avatar

Sahil G

Series 65

New York, NY

Twin Peaks Wealth Advisors

Sahil Gupta is a financial advisor at Twin Peaks Wealth Advisors with one year of industry experience. He holds a Series 65 designation and previously worked at Ernst & Young LLP from 2020 to 2023. Gupta is also involved with Twin Peaks Insurance Services, LLC as a non-variable insurance agent. Twin Peaks Wealth Advisors serves individuals, families, trusts, retirement plans, corporations, and charitable foundations, providing discretionary investment management, financial planning, and consulting services. The firm employs diversified portfolios and offers alternative investment and ESG options, supported by various third-party platforms and tools.

Private / alternative investments ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Values-based investing
user avatar

Tushar K

Series 66

San Francisco, CA

Twin Peaks Wealth Advisors

Tushar Kumar is a financial advisor at Twin Peaks Wealth Advisors with 16 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial for seven years. Kumar is also involved as an insurance agent with multiple agencies and provides expert insights through consulting engagements. Twin Peaks Wealth Advisors serves individuals, families, trusts, retirement plans, corporations, and charitable foundations with discretionary investment management, financial planning, and consulting services. The firm employs diversified portfolios including equities, mutual funds, ETFs, and alternative or ESG investments when appropriate, and offers additional services such as legacy position management and educational workshops.

Private / alternative investments ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Values-based investing
user avatar

Katrina H

Series 66

San Francisco, CA

Twin Peaks Wealth Advisors

Katrina Hermanson is a financial advisor at Twin Peaks Wealth Advisors with seven years of industry experience. She holds the Series 66 designation and has previously worked at LPL Financial and Cambridge Investment Research. Twin Peaks Wealth Advisors serves a diverse client base including individuals, families, trusts, and charitable foundations, offering discretionary investment management, financial planning, and consulting. The firm typically implements diversified portfolios using equities, mutual funds, and ETFs, and incorporates alternative investments or ESG options when appropriate.

Private / alternative investments ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Values-based investing
user avatar

Vishal K

Series 66

San Francisco, CA

Twin Peaks Wealth Advisors

Vishal Kumar is a financial advisor at Twin Peaks Wealth Advisors with 13 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial for seven years before joining Twin Peaks in 2022. Kumar is also an insurance agent with Twin Peaks Insurance Services, LLC. Twin Peaks Wealth Advisors serves individuals, families, trusts, retirement plans, corporations, and charitable foundations with discretionary investment management, financial planning, and consulting services. The firm employs diversified portfolios with equities, mutual funds, and ETFs, and offers alternative and ESG investment options when appropriate.

Private / alternative investments ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Values-based investing
user avatar

Van S

ChFC®, Series 66

San Francisco, CA

Twin Peaks Wealth Advisors

Van Schillinger is a ChFC® credentialed financial advisor with four years of industry experience. He has worked at Twin Peaks Wealth Advisors since 2026 and previously held roles at Capstone Partners, Transamerica, and Chapman University. Outside of advising, he is a licensed insurance agent and manages a rental property in San Diego. Twin Peaks Wealth Advisors serves a diverse client base including individuals, families, trusts, retirement plans, corporations, and charitable foundations, offering discretionary investment management, financial planning, and consulting services. The firm employs diversified portfolios using equities, mutual funds, and ETFs, and incorporates alternative and ESG investment options where appropriate.

Private / alternative investments ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Mid-Career Professionals Values-based investing
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