71
Twin Rivers Wealth Management registers with the SEC (Sacramento, CA)
New SEC-registered adviser · CRD 305773 · 801-137185 · effective 2026-08-28
Effective 2026-08-28. 5 employees (4 advisory), $122M regulatory AUM across 700 accounts. Notice-filed in CA. Limited Liability Company (CA).
Has custody
Contact (from the filing)
The main-office phone, website and address from Form ADV are shown to subscribers. See plans, or open the firm on IAPD.
Who this is for
- Compliance consulting
- RIA software (CRM, portfolio, billing)
- Custodian / clearing
- Archiving & surveillance
- Cybersecurity / managed IT
- E&O insurance