W Wellspent Public advisor graph
Wellspent public graph/Advisors/Min Kim
Advisor

Min Kim

Twin Lakes Capital · Redwood Shores, California

Min Kim is a fee-only financial advisor at Twin Lakes Capital in Redwood Shores, California. Twin Lakes Capital reports charging a percentage of assets on its Form ADV.

Percentage of assets Fee-only

Request an introduction to Min →

Facts

FirmTwin Lakes Capital
Based in Redwood Shores, California
Fee model (firm's Form ADV)Percentage of assets
Assets under management$314.7M across 401 accounts
SEC registration Investment adviser representative in CA · CRD 1767827
Exams passedSeries 63 (1988) · Series 65 (1999)
Firm size5 employees
Disclosures Reported; see the SEC record

How Min's firm compares

  • Twin Lakes Capital's average account is about $785,000, from its Form ADV (assets managed divided by 401 accounts).

What fee-only advisors charge in California

Request an introduction to Min

Tell Min a little about what you're looking for. Min isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.

Questions about Min

Is Min Kim a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Min holds no broker registration, and Twin Lakes Capital reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

How does Min charge for financial advice?

Min's firm, Twin Lakes Capital, reports charging a percentage of assets on its SEC Form ADV.

Where is Min Kim based?

Min Kim is based in Redwood Shores, California.

Is Min Kim registered with the SEC?

Yes. Min Kim is registered as an investment adviser representative in CA (CRD 1767827), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

How much does Twin Lakes Capital manage?

Twin Lakes Capital reports $314.7M across 401 accounts in assets under management.

How do I contact Min Kim?

Contact details aren't on file yet. Search for Twin Lakes Capital.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Where this information comes from

  • SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
  • SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
  • Directory listing last checked October 30, 2026.

See something wrong? Request a correction. Read our methodology.