# Twin Peaks Wealth Advisors

Twin Peaks Wealth Advisors is a Multi Family Office based in San Diego, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** San Diego, United States
- **Region:** North America
- **Address:** San Diego, CA, United States
- **Assets under management:** Undisclosed
- **Website:** twinpeakswealthadvisors.com
- **LinkedIn:** https://www.linkedin.com/company/twin-peaks-wealth-advisors

## Regulatory record

- **CRD number:** 323817
- **SEC file number:** 801-126874
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/323817

## About

Twin Peaks Wealth Management is an independent investment advisor that helps couples and individuals in Salt Lake City and beyond make smart decisions about their retirement. The firm provides comprehensive financial and investment strategies based on client goals, with personalized service for a small group of clients. It focuses on pre-retirees and retirees seeking accessibility from a small advisory firm.

## Sectors

- Private Credit
- Real Estate
- Hedge Funds
- Private Equity
- Infrastructure

## People

- Scott Cheney — CFP®, ChFC®, CLU®, CASL®, Founder
- Scott Cheney — Founder, Twin Peaks Wealth Management

## Questions

### Where is Twin Peaks Wealth Advisors headquartered?

Twin Peaks Wealth Advisors is headquartered in San Diego, California, United States. The firm operates from a single location and does not list additional offices.

### Who are the principals at Twin Peaks Wealth Advisors?

Twin Peaks Wealth Advisors does not publicly disclose the names of its principals, CEO, CIO, or other key personnel. This level of detail is not available in public records or the firm's communications.

### Does Twin Peaks Wealth Advisors have a publicly disclosed AUM?

No, Twin Peaks Wealth Advisors does not publicly disclose its AUM, deployment figures, or the size of its capital base. The firm's AUM and deployment remain undisclosed.

### What is the wealth origin of families served by Twin Peaks Wealth Advisors?

The wealth origin of the families served by Twin Peaks Wealth Advisors is not publicly disclosed. The firm does not provide information on the source of its clients' capital.

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- [Eagle Wealth Strategies](https://altss.com/profile/eagle-wealth-strategies)
- [CINVEN LIMITED](https://altss.com/profile/cinven-limited)

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Last updated: 2026-08-11T15:08:22.057Z

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