PENINSULA WEALTH, LLC

PENINSULA WEALTH, LLC of SAN FRANCISCO, CA is an SEC-registered investment adviser (CRD 152436). Regulatory assets under management: $676.4M.

Registration

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (7)

NameRoleLocation
Rahul Niranjan ShahMANAGING MEMBER & CHIEF COMPLIANCE OFFICER
Kristina Marie VenturaDIRECTOR OF OPERATIONS
SHAH TEJAL TURAKHIAMANAGING MEMBER
SHAH RAHUL NIRANJANMANAGING MEMBER & CHIEF COMPLIANCE OFFICER
SHAH RAHULPRINCIPAL & CHIEF COMPLIANCE OFFICER
SHAH TEJALPRINCIPAL
VENTURA KRISTINA MARIEDIRECTOR OF OPERATIONS

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