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PENINSULA WEALTH, LLC
PENINSULA WEALTH, LLC
SAN FRANCISCO, California
·
3 registered advisors
·
CRD# 152436
SEC# 801-71025
0
(415) 678-5360
01
Firm Overview
AUM
$623M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
3
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
03
Specialties
Financial Planning
Investment Management
Fee-Only Advisory
04
Advisors at PENINSULA WEALTH, LLC
3 registered advisors
Kristina Marie Ventura
SAN FRANCISCO, California
CRD# 4194196
Rahul Niranjan Shah
SAN FRANCISCO, California
CRD# 4520651
Tejal Turakhia Shah
SAN FRANCISCO, California
CRD# 5118939
05
Office Locations
SAN FRANCISCO, California
3 advisors
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Data sourced from SEC Form ADV filings. PENINSULA WEALTH, LLC (CRD# 152436) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.