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
By the Numbers
-
Total Assets Under Management41MILLION
-
Total Number of Accounts97ACCOUNTS
-
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
UT
Financial Advisors at Twin Peaks Wealth Management LLC
1
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.
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