Peninsula Wealth LLC
Legal Name: PENINSULA WEALTH, LLC
Full Contact Details
Peninsula Wealth LLC
350 TOWNSEND STREET, SUITE 411, SAN FRANCISCO, CA
(415) 678-5360
Other Info
Peninsula Wealth LLC is legally known as PENINSULA WEALTH, LLC. It is a CA Limited Liability Company. This firm has 4 employees, of which 3 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Feb 12, 2010.
peninsulawealth
© 2019 by The FogLight + Co. This website is a publication of Peninsula Wealth, LLC. Information on this website does not involve the rendering of personalized investment advice, but is limited to the dissemination of general information on products and services. A professional adviser should …
Direct Owners
-
KRISTINA MARIE VENTURA
DIRECTOR OF OPERATIONS owns more than 5% but less than 10%
-
RAHUL NIRANJAN SHAH
MANAGING MEMBER & CHIEF COMPLIANCE OFFICER owns 75% or more
Firms Located Nearby
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- Greenoaks Capital Partners LLC
- Union Square Strategic Capital Management LLC
- MERK Investments LLC
Top Holdings
- VANGUARD INDEX FDS VALUE ETF $47,688k
- VANGUARD INDEX FDS GROWTH ETF $44,156k
- VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $36,235k
- VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF $18,693k
- ORACLE CORP $12,791k
- VANGUARD INDEX FDS SMALL CP ET $9,518k
- GILEAD SCIENCES INC $5,041k
- INVESCO QQQ TR UNIT SER 1 $3,730k
- VANGUARD INDEX FDS REAL ESTATE ETF $3,448k
- Apple Inc $3,048k