AdvisorOS Directory
Claim Profile
Unclaimed Profile
KV

Kristina Marie Ventura

PENINSULA WEALTH, LLC·SAN FRANCISCO, California
Clean recordPENINSULA WEALTH, LLC
350 TOWNSEND STREET, SAN FRANCISCO, CA 94107CRD# 4194196Firm CRD# 152436

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Kristina Marie Ventura · SAN FRANCISCO, CA
Registration
CRD #4194196 · PENINSULA WEALTH, LLC
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Kristina Marie Ventura is a registered financial advisor based in SAN FRANCISCO, California, affiliated with PENINSULA WEALTH, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
Introduction

Speak with Kristina

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Kristina is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
PENINSULA WEALTH, LLC
PENINSULA WEALTH, LLC
AUM
$623M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at PENINSULA WEALTH, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 4194196
Firm CRD# 152436
View on FINRA BrokerCheck →

Looking for a financial advisor in SAN FRANCISCO?

Browse all registered financial advisors in SAN FRANCISCO, California or claim this profile if it's yours.

Browse SAN FRANCISCO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Kristina Marie Ventura offer?
Kristina Marie Ventura specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.
What are Kristina Marie Ventura's credentials?
Kristina Marie Ventura is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kristina Marie Ventura located?
Kristina Marie Ventura is based in SAN FRANCISCO, California, working with PENINSULA WEALTH, LLC. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Kristina Marie Ventura charge for services?
Kristina Marie Ventura's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PENINSULA WEALTH, LLC?
PENINSULA WEALTH, LLC has approximately 5 employees and manages $623M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PENINSULA WEALTH, LLC

Rahul Niranjan Shah
SAN FRANCISCO, CA
Tejal Turakhia Shah
SAN FRANCISCO, CA

More Advisors in SAN FRANCISCO, California

Wayne Keith Wu
VMG PARTNERS II, LLC·SAN FRANCISCO, CA
Jane Jinwen Su
BLUM CAPITAL PARTNERS LP·SAN FRANCISCO, CA
Eric Chad Pollack
LEGATO CAPITAL MANAGEMENT, LLC·SAN FRANCISCO, CA
Keiko Kai
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA
David Kwan
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA
Andrew John Pellegrino
MELLON CAPITAL MANAGEMENT CORPORATION·SAN FRANCISCO, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)PASADENA (247)
City Guides
LOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO GuideNEWPORT BEACH Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile