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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Gemini Trust · LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-10-2022
- Office Locations
- 8
Office Locations
About Twin Peaks Wealth Advisors
Twin Peaks Wealth Advisors is a San Francisco-based wealth management and financial planning firm serving individuals and families, including tech employees navigating equity compensation and IPO-related decisions. The firm offers ongoing investment management plus flat-fee planning packages spanning retirement strategy, tax-efficient equity sale/exercise planning, and estate planning. A distinctive two-advisor model provides continuity and coverage across client needs; the firm works with custodians including Schwab and Fidelity.
Team overview
Insights
Asset Classes
Client Personas
CRM
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
TUSHAR KUMAR
PRINCIPAL, Private Wealth Advisor
- CRD
- #5703412
- Ownership
- 50% but less than 75%
VISHAL KUMAR
PRINCIPAL, Private Wealth Advisor
- CRD
- #5763449
- Ownership
- 50% but less than 75%
Showing 2 of 3 owners & executives
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Sultan Beardsley
Private Wealth Advisor
- CRD
- #7411357
Krishna Devendra Gaglani
Private Wealth Advisor
- CRD
- #7817409
Showing 2 of 9 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $584,788,678 | $330,016 |
| Non-Discretionary | $0 | -- |
| Total | $584,788,678 | $330,016 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Derivatives | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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