Ekansh Vashishth
Investment adviser representative at Twin Peaks Wealth Advisors
13 yearsExperience
2 statesRegistered in
$584.8MFirm assets
3 yearsFirm in business
Are you Ekansh Vashishth? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Twin Peaks Wealth AdvisorsAug 2021 to now
- University of California BerkeleyAug 2019 to May 2023
- UnemployedJan 2013 to Aug 2019
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Twin Peaks Wealth Advisors
Legal name: Twin Peaks Wealth Advisors, LLC
$584.8MAssets managed
431Clients
10Advisers
3 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7426655
- Firm CRD
- 323817