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$49.4M Total AUM
$49.4M Disc. AUM
-- 3Y CAGR
1 Employees
66 ADV. Clients
5 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 09-17-2020
- Office Locations
- 1
Office Locations
110 West Market Suite 206a Aberdeen WA
About Twin Harbors Wealth Management LLC
Twin Harbors Wealth Management LLC is a Aberdeen-based RIA. The firm has been operating for 5 years. Managing $49.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Team overview
-- AVG AGE
$49.4M AVG AUM / ADVISOR
$748.8K AVG AUM / CLIENT
5.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
5yrs Firm Age
Insights
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Owner & Executives
P
PAUL MATTHEW GRABSKI
Chief Compliance Officer, Managing Member
- CRD
- #2216334
- Ownership
- 75% or more
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $49,419,047 | -- |
| Non-Discretionary | $0 | -- |
| Total | $49,419,047 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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