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Firm profile

Twin Rivers Wealth Management

SACRAMENTO, CACRD 305773Latest ADV August 26, 2026

Twin Rivers Wealth Management is an SEC registered investment adviser organized as a limited liability company with a primary office location in Sacramento, CA. Its latest Form ADV filing, dated August 26, 2026, reports $122M in regulatory assets under management, 5 employees, and 700 accounts.

Assets Under Management
$122M
Employees
5
Offices
--
Total Clients
274
Primary office
SACRAMENTO, CA
1783 TRIBUTE RD., SUITE D, SACRAMENTO, CA, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

2 roles identified
CEOPeter S. Moulton
CCOPeter S. Moulton

Advisory services offered

5 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked Sep 12, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 85.4% of total clients.
Top client categories% of clientsClients
1
Individuals
85.4%
234
2
HNWI
8.0%
22
3
Other Advisers
2.9%
8
4
Corporations
2.6%
7
5
Pension Plans
1.1%
3
Categories with <5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$122Mas of August 26, 2026
Discretionary100.0%
$122M
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.

Total AUM$122M
Total Accounts700
10Y AUM Change—

Employee Growth by Quarter

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

Total Employees5
Clients per Employee55:1
10Y Employee Change—

Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.

* 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.