Twin Peaks Wealth Advisors, LLC
Twin Peaks Wealth Advisors, LLC is a registered investment adviser headquartered in Burlingame, California. Founded in 2022 by Tushar Kumar and Vishal Kumar, the firm provides comprehensive wealth management, financial planning, and investment advisory services. Serving individuals, families, and business owners, their offerings include end-to-end financial planning, equity compensation consulting, estate and legacy planning, and strategic investment oversight. The firm currently employs 9 professionals and manages portfolios for over 1,500 clients, primarily in the San Francisco Bay Area.
Investment Strategy
Twin Peaks Wealth Advisors specializes in holistic wealth management tailored to each client’s objectives. The firm utilizes both ongoing portfolio management and flat-fee advisory models, emphasizing customized financial solutions that integrate investment management, equity compensation (especially pre/post-IPO planning), estate structuring, and tax efficiency. Their investment process is collaborative and detailed; each relationship features two dedicated advisors to deliver personalized attention, continuity, and coverage across all financial decisions. The firm's philosophy is grounded in transparency, accountability, and empowering clients to confidently navigate equity events, company acquisitions, and long-term growth.
Top Holdings
Equity Positions (2,233)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AAPL | APPLE INC COM | 4.64% | $14.3M | 62,338 | $199.48 | $205.17 | +$1.5M |
M META | META PLATFORMS INC CL A | 4.03% | $12.5M | 15,766 | $402.31 | $738.09 | +$4.1M |
F FIXD | FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF | 2.77% | $8.6M | 195,132 | $44.29 | $43.89 | -$509.7K |
I IVV | ISHARES CORE S&P 500 ETF | 2.70% | $8.3M | 12,911 | $495.32 | $620.90 | -$3.7M |
Q QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | 2.67% | $8.3M | 44,081 | $165.22 | $182.82 | +$2.1M |