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TWENTY TWENTY INVESTMENT ADVISORS, LLC

· CRD 128086 · IAPD ↗ · 509-892-3512

$139.0MRegulatory AUM
4Advisory reps
6Employees
0Clients
51-100Planning clients
0Private funds
7States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
March 2026 — TWENTY TWENTY INVESTMENT ADVISORS, LLC added office(s): 3 -> 4 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
46
January 2026 — TWENTY TWENTY INVESTMENT ADVISORS, LLC notice-filed in CA, MT, OR.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
March 2025 — TWENTY TWENTY INVESTMENT ADVISORS, LLC (location n/a) is newly SEC-registered with $123.4M RAUM and 3 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.