Stephen Tuan tu Nguyen
Investment adviser representative at Twin Peaks Wealth Advisors
11 yearsExperience
1 stateRegistered in
$584.8MFirm assets
3 yearsFirm in business
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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
11 years in the industry.
- Twin Peaks Wealth AdvisorsDec 2022 to now
- Intuit Inc.Mar 2022 to Jan 2025
- LPL Financial LLCMar 2022 to Dec 2022
- Adobe Inc.Nov 2019 to Mar 2022
- Intuit Inc.Sep 2014 to Nov 2019
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (CA).
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
- 7523132
- Firm CRD
- 323817