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 $17,072,076 in 29 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
1400 Foothill Drive, Suite 32, Salt Lake City, UT 84108
http://www.twinpeakswealth.com
By the Numbers
  • Total Assets Under Management
    17
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $588,692
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

UT

Financial Advisors at Twin Peaks Wealth Management LLC
Showing 1 - 1 of 1 top financial advisors.
1
Christopher Cheney, financial advisor Salt Lake City UT
Christopher S. Cheney
CRD#: 4582740
1400 Foothill Drive, Suite 32, Salt Lake City, UT 84108
96
Wealthminder
score

Christopher Cheney (CRD# 4582740) is an Investment Advisor Representative working at Twin Peaks Wealth Management LLC in Salt Lake City, UT and has over 13 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.

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