Peninsula Wealth, LLC

Peninsula Wealth, LLC (CRD# 152436) is a financial advisory firm headquartered in San Francisco, CA. They manage $623,055,134 in 901 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
350 Townsend Street, Suite 411, San Francisco, CA 94107
http://www.peninsulawealth.com
By the Numbers
  • Total Assets Under Management
    623
    MILLION
  • Total Number of Accounts
    901
    ACCOUNTS
  • Average Account Value
    $691,515
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, HI

Financial Advisors at Peninsula Wealth, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Brett Davalos, financial advisor San Francisco CA
Brett W. Davalos
CRD#: 5591937
350 Townsend Street, Suite 411, San Francisco, CA 94107

Brett Davalos (CRD# 5591937) 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.

2
Robert Keane, financial advisor San Francisco CA
Robert J. Keane
CRD#: 2795282
350 Townsend Street, Suite 411, San Francisco, CA 94107

Robert Keane (CRD# 2795282) is an Investment Advisor Representative working at Peninsula Wealth, LLC in San Francisco, CA and has 1 year of experience in the finance industry.

3
Rahul Shah, financial advisor San Francisco CA
Rahul N. Shah
CRD#: 4520651
350 Townsend St, Ste. 411, San Francisco, CA 94107

Rahul Shah (CRD# 4520651) is an Investment Advisor Representative working at Peninsula Wealth, LLC in San Francisco, CA and has over 21 years of experience in the finance industry.

4
Kristina Ventura, financial advisor San Francisco CA
Kristina M. Ventura
CRD#: 4194196
350 Townsend Street, Suite 411, San Francisco, CA 94107

Kristina Ventura (CRD# 4194196) is an Investment Advisor Representative working at Peninsula Wealth, LLC in San Francisco, CA and has over 23 years of experience in the finance industry.

5
Maria Angelica Prudente, financial advisor San Francisco CA
Maria Angelica S. Prudente
CRD#: 6730614
350 Townsend Street, Suite 411, San Francisco, CA 94107

Maria Angelica Prudente (CRD# 6730614) is an Investment Advisor Representative working at Peninsula Wealth, LLC in San Francisco, CA and has over 3 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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