Firm profile

TWENTY TWENTY INVESTMENT ADVISORS, LLC

CRD 128086Latest ADV February 17, 2026

Twenty Twenty Investment Advisors, LLC is an SEC registered investment adviser organized as a limited liability company. Its latest Form ADV filing, dated February 17, 2026, reports $139M in regulatory assets under management, 6 employees, 4 offices, and 564 accounts.

Assets Under Management
$139M
Employees
6
Offices
4 offices
Total Clients
341
Primary office
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJennifer West

Advisory services offered

3 types reported
Educational seminars/workshops
Financial Planning Services
Portfolio management for individuals and small businesses

Fee models offered

2 types reported
Asset based fees
Hourly charges
Sources checked May 15, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 84.8% of total clients.
Top client categories% of clientsClients
1
Individuals
84.8%
289
2
HNWI
6.7%
23
3
RETIREMENT PLANS
6.7%
23
4
Corporations
1.8%
6

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$139Mas of February 17, 2026
Discretionary100.0%
$139M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$139M
Total Accounts564
10Y AUM Change+$16M (+12.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees6
Clients per Employee57:1
10Y Employee Change+2 (+50.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.