Peninsula Wealth, LLC

Peninsula Wealth, LLC (CRD# 152436) is a financial advisory firm headquartered in San Francisco, CA. They manage $240,000,000 in 498 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    240
    MILLION
  • Total Number of Accounts
    498
    ACCOUNTS
  • Average Account Value
    $481,928
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, HI

Financial Advisors at Peninsula Wealth, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Rahul N. Shah
CRD#: 4520651
350 Townsend St, Ste. 411, San Francisco, CA 94107
96
Wealthminder
score

Rahul Shah (CRD# 4520651) is an Investment Advisor Representative working at Peninsula Wealth, LLC in San Francisco, CA and has over 15 years of experience in the finance industry. Rahul Shah has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Brett W. Davalos
CRD#: 5591937
350 Townsend Street, Suite 411, San Francisco, CA 94107
93
Wealthminder
score

Brett Davalos (CRD# 5591937) is an Investment Advisor Representative working at Peninsula Wealth, LLC in San Francisco, CA and has over 8 years of experience in the finance industry.

3
Tejal T. Shah
CRD#: 5118939
350 Townsend St, Ste. 411, San Francisco, CA 94107
93
Wealthminder
score

Tejal Shah (CRD# 5118939) is an Investment Advisor Representative working at Peninsula Wealth, LLC in San Francisco, CA and has over 11 years of experience in the finance industry.

4
Kristina M. Ventura
CRD#: 4194196
350 Townsend Street, Suite 411, San Francisco, CA 94107
93
Wealthminder
score

Kristina Ventura (CRD# 4194196) is an Investment Advisor Representative working at Peninsula Wealth, LLC in San Francisco, CA and has over 17 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.