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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-11-2019
- Office Locations
- 1
Office Locations
About Twin Rivers Wealth Management
Twin Rivers Wealth Management is an RIA serving Sacramento and surrounding areas (also Boise), providing holistic wealth management with cash-flow based financial planning, investment management, and risk/estate/education planning. The firm also offers year-round tax analysis and preparation and works with employers on retirement plan design, fiduciary risk management, and participant education. Portfolios lean heavily on ETFs; custodies at Schwab.
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Investment Themes
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Owner & Executives
PETER STEVEN MOULTON
Chief Compliance Officer, Chief Executive Officer, Financial Planner, Owner
- CRD
- #6154297
- Ownership
- 50% but less than 75%
Anthony Peter Wright
Owner, President
- CRD
- #6825233
- Ownership
- 25% but less than 50%
Showing 2 of 2 owners & executives
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DOMINICK RYAN ANTON
Financial Advisor
- CRD
- #6172039
MARC CASTILLO BACSAFRA
Financial Planner
- CRD
- #5644413
Showing 2 of 4 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $121,500,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $121,500,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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