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Building 2TWIN PEAKS WEALTH ADVISORS

Map pin
Phone(650) 200-0308
NotebookSEC #801-126874
Total AUM
$584.8M
Employees
14
Clients
431

Firm filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 1 is a core regulatory form containing information about the firm’s advisory business, employees, clients, and other business activities.

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