Sahil Gupta

Employer firm

Twin Peaks Wealth Advisors CRD 323817

$585M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Twin Peaks Wealth Advisors

San Francisco, CA • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2024-10-22

NY RA
APPROVED

Since 2024-10-22

Branch Locations

New York, NY • United States

San Francisco, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Twin Peaks Wealth Advisors, Llc	New York	NY	10/2024	Present
Unemployed	Los Angeles	CA	07/2023	09/2024
Ernst & Young Llp	San Francisco	CA	10/2020	06/2023
Cal Poly San Luis Obispo Corporation	San Luis Obispo	CA	09/2018	06/2020
California Polytechnic State University	San Luis Obispo	CA	08/2016	06/2020
Unemployed	New York	NY	06/2020	10/2020

10/2024 → Present

Twin Peaks Wealth Advisors, Llc

New York, NY
07/2023 → 09/2024

Unemployed

Los Angeles, CA
10/2020 → 06/2023

Ernst & Young Llp

San Francisco, CA
09/2018 → 06/2020

Cal Poly San Luis Obispo Corporation

San Luis Obispo, CA
08/2016 → 06/2020

California Polytechnic State University

San Luis Obispo, CA
06/2020 → 10/2020

Unemployed

New York, NY

Other Businesses

1. Twin Peaks Insurance Services, LLC; Investment-Related; Virtually, At People's Homes; Non-Variable Insurance; Agent; Start Date 10/14/2024; Approximately 4 hours per Month with 1 Hour During Securities Trading.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-10-08

S65 Uniform Investment Adviser Law Examination

2024-10-08

View on SEC IAPD