Peninsula Wealth is an investment advisor in San Francisco with $558.00 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
800535310
SEC advisor number
801-71025
FINRA CRD number
152436
AUM ?
$623.06 mm
(as of 9 May 24)
Accounts
901
(as of 9 May 24)
Employees
5
(5 investment advisory or research)
Address
Peninsula Wealth
350 TOWNSEND STREET
SUITE 411
SAN FRANCISCO
CA 94107
350 TOWNSEND STREET
SUITE 411
SAN FRANCISCO
CA 94107
Phone
650-477-2126
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
13 Aug 24
13F-HR/A
Quarterly holdings report by institutional manager (amended)
30 May 24
13F-HR
Quarterly holdings report by institutional manager
8 May 24
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
13 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
11 May 23
13F-HR
Quarterly holdings report by institutional manager
10 Feb 23
13F-HR
Quarterly holdings report by institutional manager
14 Nov 22
13F-HR
Quarterly holdings report by institutional manager
8 Aug 22