RIA Intel›Advisers›Utah›TWIN PEAKS WEALTH MANAGEMENT LLC

TWIN PEAKS WEALTH MANAGEMENT LLC

Advisory

COTTONWOOD HEIGHTS, UT

Data as of Mar 23, 2026 · Source: SEC Form ADV

Rank in UT

#224

of 249 advisers by AUM

Average account

$581K

across 86 accounts

AUM per adviser

$50M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 23, 2026.

Total AUM

$50M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$50M

Discretionary AUM$28M

Non-Discretionary AUM$22M

Discretionary %56%

Total Clients49

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InUT

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

49 clients

21 high-net-worth

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

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Advisers of similar size in UT

Closest by assets under management. All figures from Form ADV.

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$45M

FINANCIAL PROSPERITY, INC.

$45M

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