Twin Peaks Wealth Advisors
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 323817
- SEC number
- 801-126874
- Firm type
- RIA
- Assets under management
- $584.8M as of Apr 14, 2026
- Website
- www.facebook.com/twinpwa ↗
- Phone
- (650) 200-0308
- Address
- Not yet retrieved from the source record
Advisors at this firm
9 in our index · page 1 of 1
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Sultan BeardsleyCRD 7411357 · Burlingame, CAIA Registered
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Krishna Devendra GaglaniCRD 7817409 · Orange, CAIA Registered
-
Sahil GuptaCRD 7998901 · New York, NYIA Registered
-
Katrina Lynn HermansonCRD 6767957 · Wichita Falls, TXIA RegisteredRegistration inactive
-
Tushar KumarCRD 5703412 · Manhattan Beach, CAIA RegisteredRegistration inactiveDisclosure event(s) on record
-
Vishal KumarCRD 5763449 · San Francisco, CAIA RegisteredRegistration inactive
-
Brian Dat NguyenCRD 5411154 · Newark, CAIA RegisteredBroker
-
Stephen Tuan Tu NguyenCRD 7523132 · Milpitas, CAIA RegisteredRegistration inactive
-
Ekansh VashishthCRD 7426655 · Los Angeles, CAIA Registered
1–9 of 9
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 323817 ↗
FINRA BrokerCheck record for firm CRD 323817 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.