Twin Peaks Wealth Management

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

575

Total plan assets

$50.2M

Filings (rows)

Direct comp

$132K

Indirect comp

Showing only "TWIN PEAKS WEALTH MANAGEMENT"

View all 2 variants aggregated →

TWIN PEAKS WEALTH MANAGEMENT3 TWIN PEAKS WEALTH ADVISORS3

SERVICES PROVIDED

Advisor / Consultant3

Plans served

All 3 plansUnlock full export (Pro)

Sponsor / Plan	Location	Services	Participants	Assets	Direct comp	Indirect comp
Software Technology Group, Inc. Software Technology Group 401(k) Plan · all filings	SALT LAKE CITY, UT	Advisor / Consultant	170	$20.1M	$54K	$0
Software Technology Group, Inc. Software Technology Group 401(k) Plan · all filings	SALT LAKE CITY, UT	Advisor / Consultant	189	$16.9M	$34K	$0
Software Technology Group, Inc. Software Technology Group 401(k) Plan · all filings	SALT LAKE CITY, UT	Advisor / Consultant	216	$13.2M	$44K	$0