Principal · Twin Peaks Wealth Advisors
Tushar Kumar
CRD 5703412 · Named on Form ADV at one SEC-registered adviser
At a glance
Twin Peaks Wealth Advisors, an SEC-registered wealth manager with $585 million in regulatory assets, lists Tushar Kumar on its Form ADV as Principal, a control person.
Firms and roles
- Twin Peaks Wealth AdvisorsPrincipalWealth manager · United States · $585M in regulatory assets
AtlasMembers
Tushar’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
- Locked
- Each firm’s assets and growth
- Locked
- Search and export owners by title, state and firm size
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings
- Vishal KumarPrincipal, Twin Peaks Wealth Advisors
- Katrina L. HermansonCCO & COO, Twin Peaks Wealth Advisors
Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Tushar’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.