PENINSULA WEALTH, LLC
CRD #152436 SEC #801-71025 SAN FRANCISCO, CA (415) 678-5360
SEC Registered
Total AUM
$676.4M
Discretionary
$676.4M
Employees
7
Clients
0
Accounts
1,106
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $676.4M | $676.4M | $0 | 7 | 0 |
| May 2024 | $623.1M | $623.1M | $0 | 5 | 0 |
| Mar 2024 | $623.1M | $623.1M | $0 | 5 | 0 |
| Nov 2023 | $480.7M | $480.7M | $0 | 4 | 0 |
| Mar 2023 | $480.7M | $480.7M | $0 | 4 | 0 |
| Mar 2022 | $558M | $558M | $0 | 5 | 0 |
| Oct 2021 | $472.7M | $472.7M | $0 | 4 | 0 |
| Apr 2021 | $472.7M | $472.7M | $0 | 4 | 0 |
| Mar 2021 | $472.7M | $472.7M | $0 | 4 | 0 |
| Sep 2020 | $403.3M | $403.3M | $0 | 6 | 0 |
| Jun 2020 | $403.3M | $403.3M | $0 | 6 | 0 |
| Jun 2020 | $403.3M | $403.3M | $0 | 6 | 0 |
| Mar 2020 | $403.3M | $403.3M | $0 | 6 | 0 |
| Mar 2019 | $330.2M | $330.2M | $0 | 4 | 0 |
| Mar 2018 | $352.1M | $325.3M | $26.8M | 6 | 0 |
| Mar 2017 | $275.8M | $257.3M | $18.5M | 5 | 100 |
| Apr 2016 | $240M | $206.8M | $33.2M | 5 | 100 |
| Mar 2016 | $240M | $206.8M | $33.2M | 5 | 100 |
| May 2015 | $224.6M | $203.6M | $21M | 5 | 100 |
| Mar 2015 | $224.6M | $203.6M | $21M | 5 | 100 |
| Feb 2015 | $428.2M | $203.6M | $224.6M | 5 | 100 |
| Nov 2014 | $186M | $168M | $18M | 5 | 26 |
| Oct 2014 | $186M | $168M | $18M | 5 | 26 |
| Mar 2014 | $186M | $168M | $18M | 5 | 26 |
| Feb 2013 | $133.8M | $128.9M | $4.9M | 4 | 26 |
| Jan 2013 | $133.8M | $128.9M | $4.9M | 4 | 26 |
| Sep 2012 | $88M | $86M | $2M | 1 | 26 |
| Apr 2012 | $88M | $86M | $2M | 1 | 26 |
| Mar 2012 | $88M | $86M | $2M | 1 | 26 |
| Jan 2011 | $58M | $56M | $2M | 5 | -- |
| Jun 2010 | $44M | $44M | $0 | 5 | -- |
| Jan 2010 | $0 | $0 | $0 | 5 | -- |
| Jan 2010 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$676.4M
Discretionary$676.4M
Non-Disc.$0
Employees7
Clients0
DateMay 2024
Total AUM$623.1M
Discretionary$623.1M
Non-Disc.$0
Employees5
Clients0
DateMar 2024
Total AUM$623.1M
Discretionary$623.1M
Non-Disc.$0
Employees5
Clients0
DateNov 2023
Total AUM$480.7M
Discretionary$480.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2023
Total AUM$480.7M
Discretionary$480.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2022
Total AUM$558M
Discretionary$558M
Non-Disc.$0
Employees5
Clients0
DateOct 2021
Total AUM$472.7M
Discretionary$472.7M
Non-Disc.$0
Employees4
Clients0
DateApr 2021
Total AUM$472.7M
Discretionary$472.7M
Non-Disc.$0
Employees4
Clients0
DateMar 2021
Total AUM$472.7M
Discretionary$472.7M
Non-Disc.$0
Employees4
Clients0
DateSep 2020
Total AUM$403.3M
Discretionary$403.3M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$403.3M
Discretionary$403.3M
Non-Disc.$0
Employees6
Clients0
DateJun 2020
Total AUM$403.3M
Discretionary$403.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2020
Total AUM$403.3M
Discretionary$403.3M
Non-Disc.$0
Employees6
Clients0
DateMar 2019
Total AUM$330.2M
Discretionary$330.2M
Non-Disc.$0
Employees4
Clients0
DateMar 2018
Total AUM$352.1M
Discretionary$325.3M
Non-Disc.$26.8M
Employees6
Clients0
DateMar 2017
Total AUM$275.8M
Discretionary$257.3M
Non-Disc.$18.5M
Employees5
Clients100
DateApr 2016
Total AUM$240M
Discretionary$206.8M
Non-Disc.$33.2M
Employees5
Clients100
DateMar 2016
Total AUM$240M
Discretionary$206.8M
Non-Disc.$33.2M
Employees5
Clients100
DateMay 2015
Total AUM$224.6M
Discretionary$203.6M
Non-Disc.$21M
Employees5
Clients100
DateMar 2015
Total AUM$224.6M
Discretionary$203.6M
Non-Disc.$21M
Employees5
Clients100
DateFeb 2015
Total AUM$428.2M
Discretionary$203.6M
Non-Disc.$224.6M
Employees5
Clients100
DateNov 2014
Total AUM$186M
Discretionary$168M
Non-Disc.$18M
Employees5
Clients26
DateOct 2014
Total AUM$186M
Discretionary$168M
Non-Disc.$18M
Employees5
Clients26
DateMar 2014
Total AUM$186M
Discretionary$168M
Non-Disc.$18M
Employees5
Clients26
DateFeb 2013
Total AUM$133.8M
Discretionary$128.9M
Non-Disc.$4.9M
Employees4
Clients26
DateJan 2013
Total AUM$133.8M
Discretionary$128.9M
Non-Disc.$4.9M
Employees4
Clients26
DateSep 2012
Total AUM$88M
Discretionary$86M
Non-Disc.$2M
Employees1
Clients26
DateApr 2012
Total AUM$88M
Discretionary$86M
Non-Disc.$2M
Employees1
Clients26
DateMar 2012
Total AUM$88M
Discretionary$86M
Non-Disc.$2M
Employees1
Clients26
DateJan 2011
Total AUM$58M
Discretionary$56M
Non-Disc.$2M
Employees5
Clients--
DateJun 2010
Total AUM$44M
Discretionary$44M
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateJan 2010
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--