Twin Peaks Wealth Management LLC
Twin Peaks Wealth Management LLC (CRD# 165044) is a financial advisory firm headquartered in Salt Lake City, UT. They manage $14,722,565 in 78 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management15MILLION
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Total Number of Accounts78ACCOUNTS
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Average Account Value$188,751
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

UT
Christopher Cheney (CRD# 4582740) is an Investment Advisor Representative working at Twin Peaks Wealth Management LLC in Salt Lake City, UT and has over 14 years of experience in the finance industry. Christopher Cheney has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.