Peninsula Wealth, LLC
CRD 152436SEC# 801-71025San Francisco, CA
No longer SEC-registered. Peninsula Wealth, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$676.4M
Employees
7
Accounts
1,106
Location
San Francisco, CA
Peninsula Wealth, LLC assets under management
Peninsula Wealth, LLC is an SEC-registered investment adviser based in San Francisco, CA. It reports $676.4 million in regulatory assets under management and employs 7 people.
Peninsula Wealth, LLC owners & executives
2 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Kristina Marie Ventura | Director Of Operations | 5-10% | 2011 |
| Rahul Niranjan Shah Control | Managing Member & Chief Compliance Officer | Over 75% | 2010 |
Frequently asked questions
How much does Peninsula Wealth, LLC manage?
Peninsula Wealth, LLC reports $676.4 million in regulatory assets under management on its Form ADV.
How many employees does Peninsula Wealth, LLC have?
Peninsula Wealth, LLC reports 7 employees.
Where is Peninsula Wealth, LLC located?
Peninsula Wealth, LLC is based in San Francisco, CA.
Does Peninsula Wealth, LLC disclose fund performance?
Peninsula Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 350 Townsend Street, Suite 411, San Francisco, CA 94107 |
| Office hours | 9:00a.m.-5:00p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$676.4MNo change
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 41%
Larger than 59% of 16,271 advisers
EmployeesTop 51%
More than 49% of 16,825 advisers
Assets under management
$676.4Mregulatory AUM
Discretionary $676.4M