# PENNY LANE WEALTH MANAGEMENT, LLC

PENNY LANE WEALTH MANAGEMENT, LLC of TACOMA, WA is an SEC-registered investment adviser.

## Registration

- CRD: 318918
- Type: SEC-registered investment adviser
- Location: 1804 W. UNION AVE., SUITE 202, TACOMA, WA, 98405
- Phone: 253-227-1951
- Latest filing: 2026-02-10
- Regulatory AUM: $18.9M
- Non-discretionary AUM: $18.9M
- Clients: 3
- Accounts: 40

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/318918/brochure
- Similar advisers: https://search.stillhousedata.com/firm/318918/similar
- Related entities: https://search.stillhousedata.com/firm/318918/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/318918

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.