Data / Investment advisers / California / Twin Rivers Wealth Management
Twin Rivers Wealth Management, Sacramento, CA: $122 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Twin Rivers Wealth Management is an SEC registered investment adviser with its main office in Sacramento, California and reports $122 million in regulatory assets under management in its Form ADV filed August 26, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 305773
- SEC file number
- 801-137185
- SEC status
- Approved, effective August 28, 2026
- Legal name
- Twin Rivers Wealth Management LLC
- Main office
- 1783 Tribute Rd., Suite D, Sacramento, CA 95815
- Phone
- (916) 545-2581
- Website
- tr-wealth.com
- Regulatory AUM
- $121,500,000 in the Form ADV filed August 26, 2026
- Discretionary AUM
- $121,500,000
- Accounts
- 700
- Employees
- 5, of which 4 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 26, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Individuals (other than high net worth individuals) | 234 | $77.3 million |
| High net worth individuals | 22 | $41.5 million |
| Pension and profit sharing plans | 3 | $1.6 million |
| Corporations or other businesses | 7 | $1.1 million |
| Other investment advisers | 8 | Not listed |
Other advisers in Sacramento
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Boyd Wealth Management, LLC | Sacramento | $409.8 million | Not listed | adviserinfo.sec.gov |
| Avisen Advisors, LLC | Sacramento | $389 million | Not listed | adviserinfo.sec.gov |
| Tate Private Wealth Advisers | Sacramento | $293.4 million | Not listed | adviserinfo.sec.gov |
| Decamilla Capital Management LLC | Sacramento | $162.9 million | Not listed | adviserinfo.sec.gov |
| Every Securities LLC | Sacramento | $122.7 million | Not listed | adviserinfo.sec.gov |
| RCM Robinson Capital Management LLC | Sacramento | $61.8 million | Not listed | adviserinfo.sec.gov |
| Angelsdeck LLC | Sacramento | Not listed | 15 | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Sacramento, CA
- Investment advisers in California
- Advisers with $100 million to $500 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Twin Rivers Wealth Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.