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TWIN RIVERS WEALTH MANAGEMENT

SACRAMENTO, CA · CRD 305773 · IAPD ↗ · tr-wealth.com · 916-545-2581

$121.5MRegulatory AUM
4Advisory reps
5Employees
0Clients
101-250Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
September 2026 — TWIN RIVERS WEALTH MANAGEMENT (SACRAMENTO, CA) is newly SEC-registered with $121.5M RAUM and 4 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.