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KG

Krishna D. Gaglani

TWIN PEAKS WEALTH ADVISORS
SAN FRANCISCO, CA
Some features on this profile are disabled
CRD#: 7817409
KG

Professional summary

Krishna Devendra Gaglani, who also goes by Krishna Gaglani, is a registered financial advisor currently at TWIN PEAKS WEALTH ADVISORS located in San Francisco, California.

Krishna is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Krishna has worked at 3 firms and has passed the Series 63, Series 65, SIE and Series 7TO exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Krishna Gaglani

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Krishna Devendra Gaglani's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Current

January 20, 2026 - Present

TWIN PEAKS WEALTH ADVISORS

RIA
CRD#: 323817
SAN FRANCISCO, CA
Past

August 13, 2024 - April 1, 2025

M HOLDINGS SECURITIES, INC.

RIA
CRD#: 43285
OXNARD, CA
Past

December 20, 2023 - June 11, 2024

TANAGER WEALTH MANAGEMENT

RIA
CRD#: 166084
LONDON,

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
TP
TWIN PEAKS WEALTH ADVISORS
TWIN PEAKS WEALTH ADVISORS | TWIN PEAKS WEALTH ADVISORS, LLC

CRD#: 323817 / SEC#: 801-126874

RIA
Registered Investment Advisory firm - (11/10/2022 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(1/20/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 9/3/2024
Uniform Securities Agent State Law Examination
State Security Law Exam
IAR
Series 65
Date: 12/19/2023
Uniform Investment Adviser Law Examination
General Industry/Product Exam
RR
SIE
Date: 4/8/2025
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7TO
Date: 10/11/2024
General Securities Representative Examination

Current Firm

TP
TWIN PEAKS WEALTH ADVISORS
TWIN PEAKS WEALTH ADVISORS | TWIN PEAKS WEALTH ADVISORS, LLC

CRD#: 323817 / SEC#: 801-126874

RIA
Registered Investment Advisory firm - (11/10/2022 Approved)
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Contact information

Main Address
San Francisco, CA
Mailing Address
Phone number
(650) 200-0308
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (7 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

2A BROCHURE (12/12/2025)

Regulatory assets under management

Total Number of Accounts1,592
AUM (Assets Under Management)$ 410,400,224

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

TWIN PEAKS WEALTH ADVISORS

CRD#: 323817San Francisco, CA

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