Unclaimed Profile

Tejal Turakhia Shah

PENINSULA WEALTH, LLC·SAN FRANCISCO, California

Clean recordPENINSULA WEALTH, LLC

350 TOWNSEND STREET, SUITE 411, SAN FRANCISCO, CA 94107CRD# 5118939Firm CRD# 152436

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Tejal Turakhia Shah · SAN FRANCISCO, CA

Registration

CRD #5118939 · PENINSULA WEALTH, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Tejal Turakhia Shah 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

Speak with Tejal

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

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

Firm Overview

Firm

PENINSULA WEALTH, LLC

AUM

$623M

Regulatory assets under management

Employees

Total firm employees

View all advisors at PENINSULA WEALTH, LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 5118939

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 Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Tejal Turakhia Shah offer?

Tejal Turakhia Shah specializes in Financial Planning, Investment Management, Fee-Only Advisory. Contact their office in SAN FRANCISCO, California for a consultation.

What are Tejal Turakhia Shah's credentials?

Tejal Turakhia Shah is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Tejal Turakhia Shah located?

Tejal Turakhia Shah 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 Tejal Turakhia Shah charge for services?

Tejal Turakhia Shah'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 →