RIA Intel›Advisers›Washington›TWIN HARBORS WEALTH MANAGEMENT LLC

TWIN HARBORS WEALTH MANAGEMENT LLC

Advisory

ABERDEEN, WA

Data as of Jan 22, 2026 · Source: SEC Form ADV

Average account

$374K

across 132 accounts

AUM per adviser

$49M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 22, 2026.

Total AUM

$49M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$49M

Discretionary AUM$49M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients66

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

66 clients

10 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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