CRD: 165044
Twin Peaks Wealth Management LLC
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 01-02-2013
- Office Locations
- 1
Office Locations
About Twin Peaks Wealth Management LLC
Twin Peaks Wealth Management is a founder-led independent RIA serving couples and individuals in the Salt Lake City area and beyond, with an emphasis on pre-retirees and retirees. Founder Scott Cheney (CFP, ChFC, CLU, CASL) provides comprehensive financial planning and hands-on, goals-based investment management, including portfolio construction with ETFs and mutual funds. Boutique approach prioritizes accessibility and long-term client relationships for retirement cash-flow, inheritance, and business-sale planning.
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Investment Themes
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Owner & Executives
CHRISTOPHER S CHENEY
Chief Compliance Officer, Managing Member
- CRD
- #4582740
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,000,000 | -- |
| Non-Discretionary | $22,000,000 | -- |
| Total | $50,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
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