Twin Peaks Wealth Management LLC

Twin Peaks Wealth Management LLC (CRD# 165044) is a financial advisory firm headquartered in Cottonwood Heights, UT. They manage $40,800,000 in 97 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2825 East Cottonwood Parkway, Suite 500, Cottonwood Heights, UT 84121
http://www.twinpeakswealth.com
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    97
    ACCOUNTS
  • Average Account Value
    $420,619
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
  • Pension consulting services
Types of Clients
Registered States
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 Cottonwood Heights UT
Christopher S. Cheney
CRD#: 4582740
2825 East Cottonwood Parkway, Suite 500, Cottonwood Heights, UT 84121

Christopher Cheney (CRD# 4582740) is an Investment Advisor Representative working at Twin Peaks Wealth Management LLC in Cottonwood Heights, UT and has over 20 years 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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