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 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.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals