Twin Peaks Wealth Advisors

Twin Peaks Wealth Advisors (CRD# 323817) is a financial advisory firm headquartered in Burlingame, CA. They manage $318,501,282 in 1,402 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
1008 Carolan Ave, Unit 1301, Burlingame, CA 94010
https://www.linkedin.com/in/stephen-nguyen-6bb19520/
By the Numbers
  • Total Assets Under Management
    319
    MILLION
  • Total Number of Accounts
    1,402
    ACCOUNTS
  • Average Account Value
    $227,176
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, CO, LA, NY, TX, WA

Financial Advisors at Twin Peaks Wealth Advisors
Showing 1 - 5 of 5 top financial advisors.
1
Tushar Kumar, financial advisor Burlingame CA
Tushar Kumar
CRD#: 5703412
1008 Carolan Ave, Unit 1301, Burlingame, CA 94010

Tushar Kumar (CRD# 5703412) is an Investment Advisor Representative working at Twin Peaks Wealth Advisors in Burlingame, CA and has over 14 years of experience in the finance industry.

2
Vishal Kumar, financial advisor Burlingame CA
Vishal Kumar
CRD#: 5763449
1008 Carolan Ave, Unit 1301, Burlingame, CA 94010

Vishal Kumar (CRD# 5763449) is an Investment Advisor Representative working at Twin Peaks Wealth Advisors in Burlingame, CA and has over 11 years of experience in the finance industry.

3
Sultan Beardsley, financial advisor Burlingame CA
Sultan Beardsley
CRD#: 7411357
1008 Carolan Ave, Unit 1301, Burlingame, CA 94010

Sultan Beardsley (CRD# 7411357) is an Investment Advisor Representative working at Twin Peaks Wealth Advisors in Burlingame, CA and has 1 year of experience in the finance industry.

4
Katrina Hermanson, financial advisor Wichita Falls TX
Katrina L. Hermanson
CRD#: 6767957
Wichita Falls, TX

Katrina Hermanson (CRD# 6767957) is an Investment Advisor Representative working at Twin Peaks Wealth Advisors in Wichita Falls, TX and has 1 year of experience in the finance industry.

5
Ekansh Vashishth, financial advisor Burlingame CA
Ekansh Vashishth
CRD#: 7426655
1008 Carolan Ave, Unit 1301, Burlingame, CA 94010

Ekansh Vashishth (CRD# 7426655) is an Investment Advisor Representative working at Twin Peaks Wealth Advisors in Burlingame, CA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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