PENINSULA WEALTH, LLC

350 Townsend Street
Suite 411
San Francisco, California 94107
Tel: (415) 678-5360

About PENINSULA WEALTH, LLC

PENINSULA WEALTH, LLC, formally registered with the SEC as PENINSULA WEALTH, LLC. The firm was established in 02/12/2010. They have over 1 offices throughout the country.

PENINSULA WEALTH, LLC is a San Francisco, California based Financial Planning firm with nearly $623,055,134 assets under management, offering retirement planning & investment advisory services to 901 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	152436
SEC#	801-71025
Assets Managed by Firm	$623,055,134
No. of Clients	901
No. of Advisors	5

Fee Structure

A percentage of AUM

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	901	$623,055,134
High net worth individuals	116	$623,055,134

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