PENNY LANE WEALTH MANAGEMENT, LLC

PENNY LANE WEALTH MANAGEMENT, LLC of TACOMA, WA is an SEC-registered investment adviser (CRD 318918). Regulatory assets under management: $18.9M.

Registration

• CRD: 318918
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318918 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search