Sahil Gupta
Investment adviser representative at Twin Peaks Wealth Advisors
10 yearsExperience
1 stateRegistered in
$584.8MFirm assets
3 yearsFirm in business
Are you Sahil Gupta? 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
10 years in the industry.
- Twin Peaks Wealth Advisors, LLCOct 2024 to now
- UnemployedJul 2023 to Sep 2024
- Ernst & Young LLPOct 2020 to Jun 2023
- UnemployedJun 2020 to Oct 2020
- Cal Poly San Luis Obispo CorporationSep 2018 to Jun 2020
- California Polytechnic State UniversityAug 2016 to Jun 2020
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NY).
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
- 7998901
- Firm CRD
- 323817