Twin Peaks Wealth Advisors

Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.

Plans served

Active participants

122,265

Total plan assets

$23.1B

Filings (rows)

Direct comp

$69K

Indirect comp

Showing only "TWIN PEAKS WEALTH ADVISORS"

View all 2 variants aggregated →

TWIN PEAKS WEALTH MANAGEMENT3 TWIN PEAKS WEALTH ADVISORS3

SERVICES PROVIDED

Investment manager2

Advisor / Consultant1

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Plans served

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Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Apple Inc. Apple 401(k) Plan · all filings	CUPERTINO, CA	Investment manager	101,450	$19.8B	$61K	$0
Intuit Inc. Intuit Inc. 401(k) Plan · all filings	MOUNTAIN VIEW, CA	Investment manager	20,635	$3.1B	$2K	$0
Jeffer Mangels Butler & Mitchell LLP Jeffer Mangels Butler & Mitchell LLP Profit Sharing and 401(k) Plan · all filings	LOS ANGELES, CA	Advisor / Consultant	180	$150.6M	$6K	$0