# Peter Ta

> Peter Ta is a fee-only financial advisor at TTP Investments in San Jose, California. TTP Investments reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/peter-ta/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** TTP Investments
- **Based in:** San Jose, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Fees (firm's website):** no asset minimum
- **Assets under management (firm):** $570.6M across 1,038 accounts
- **CRD:** 7815638 (https://adviserinfo.sec.gov/individual/summary/7815638)
- **SEC registration:** Investment adviser representative in CA, IL, NH, TX
- **Exams passed:** Series 65 (2023)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.ttp-investments.com

## Frequently asked questions

### Is Peter Ta a fee-only financial advisor?

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

### How does Peter charge for financial advice?

Peter's firm, TTP Investments, reports charging a percentage of assets on its SEC Form ADV.

### How much does Peter charge?

According to TTP Investments's website, checked October 30, 2026: no asset minimum.

### Where is Peter Ta based?

Peter Ta is based in San Jose, California.

### Is Peter Ta registered with the SEC?

Yes. Peter Ta is registered as an investment adviser representative in CA, IL, NH and TX (CRD 7815638), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does TTP Investments manage?

TTP Investments reports $570.6M across 1,038 accounts in assets under management.

### How do I contact Peter Ta?

Through Peter's website, www.ttp-investments.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7815638): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.ttp-investments.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.