| Name | Title | Ownership | Since |
|---|---|---|---|
| Kristina Marie Ventura | Director Of Operations | 5-10% | 2011 |
| Rahul Niranjan Shah Control | Managing Member & Chief Compliance Officer | Over 75% | 2010 |
Peninsula Wealth, LLC reports $676.4 million in regulatory assets under management on its Form ADV.
Peninsula Wealth, LLC reports 7 employees.
Peninsula Wealth, LLC is based in San Francisco, CA.
Peninsula Wealth, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 350 Townsend Street, Suite 411, San Francisco, CA 94107 |
| Office hours | 9:00a.m.-5:00p.m. |
| Discloses disciplinary history | No |
| Discretionary | $676.4M |
| Non-discretionary | $0 |
| Total (RAUM) | $676.4M |