Peninsula Wealth LLC
Legal Name: PENINSULA WEALTH, LLC
350 TOWNSEND STREET, SUITE 411, SAN FRANCISCO, CA
(415) 678-5360
http://www.peninsulawealth.com
Frequently Asked Questions (FAQ)
Full Contact Details
Peninsula Wealth LLC
350 TOWNSEND STREET, SUITE 411, SAN FRANCISCO, CA
(415) 678-5360
Other Info
Peninsula Wealth LLC, a California Limited Liability Company, provides advisory services with a team of 4 employees, 3 of which fulfill advisory roles. Although the number of clients served remains unknown, the company's SEC status is listed as Approved, with a registration date of February 12, 2010.
Financial Planning Firm | Peninsula Wealth | San Francisco
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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
Top Holdings
Period of report:
Jun 30, 2019
|
Effectiveness Date:
Aug 2, 2019
- 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