PENINSULA WEALTH, LLC

CRD #152436 SEC #801-71025 SAN FRANCISCO, CA (415) 678-5360

SEC Registered

Total AUM

$676.4M

Discretionary

$676.4M

Employees

Clients

Accounts

1,106

Firm Details

Organization Type: Limited Liability Company
State of Formation: California
Fiscal Year End: DECEMBER
Registration Date: --
Latest Filing: Mar 27, 2025
Branch Offices: 0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

Name	Type	Title / Status	Ownership	Control
SHAH, RAHUL, NIRANJAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
SHAH, RAHUL, NIRANJAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
SHAH, RAHUL, NIRANJAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
SHAH, RAHUL, NIRANJAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
SHAH, RAHUL, NIRANJAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
SHAH, RAHUL, NIRANJAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
SHAH, RAHUL, NIRANJAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
SHAH, RAHUL, NIRANJAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
SHAH, RAHUL, NIRANJAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
SHAH, RAHUL, NIRANJAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
SHAH, RAHUL, NIRANJAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
SHAH, RAHUL, NIRANJAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
SHAH, RAHUL, NIRANJAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
SHAH, RAHUL, NIRANJAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
SHAH, RAHUL, NIRANJAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	E	Control
SHAH, RAHUL	I	PRINCIPAL & CHIEF COMPLIANCE OFFICER	D	Control
SHAH, RAHUL, NIRANJAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
SHAH, RAHUL, NIRANJAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
SHAH, RAHUL, NIRANJAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
SHAH, RAHUL, NIRANJAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
SHAH, RAHUL, NIRANJAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
SHAH, RAHUL, NIRANJAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
SHAH, RAHUL, NIRANJAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
SHAH, RAHUL, NIRANJAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
SHAH, RAHUL, NIRANJAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
SHAH, RAHUL, NIRANJAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
SHAH, RAHUL, NIRANJAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
SHAH, RAHUL, NIRANJAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
SHAH, RAHUL, NIRANJAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
SHAH, RAHUL, NIRANJAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
SHAH, RAHUL, NIRANJAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
SHAH, RAHUL, NIRANJAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
SHAH, RAHUL, NIRANJAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	D	Control
SHAH, TEJAL	I	PRINCIPAL	D	Control
SHAH, TEJAL, TURAKHIA	I	MANAGING MEMBER	D	Control
SHAH, TEJAL, TURAKHIA	I	MANAGING MEMBER	D	Control
SHAH, TEJAL, TURAKHIA	I	MANAGING MEMBER	D	Control
SHAH, TEJAL, TURAKHIA	I	MANAGING MEMBER	D	Control
SHAH, TEJAL, TURAKHIA	I	MANAGING MEMBER	D	Control
SHAH, TEJAL, TURAKHIA	I	MANAGING MEMBER	D	Control
SHAH, TEJAL, TURAKHIA	I	MANAGING MEMBER	D	Control
SHAH, TEJAL, TURAKHIA	I	MANAGING MEMBER	D	Control
SHAH, TEJAL, TURAKHIA	I	MANAGING MEMBER	D	Control
SHAH, TEJAL, TURAKHIA	I	MANAGING MEMBER	D	Control
SHAH, TEJAL, TURAKHIA	I	MANAGING MEMBER	D	Control
SHAH, TEJAL, TURAKHIA	I	MANAGING MEMBER	D	Control
SHAH, TEJAL, TURAKHIA	I	MANAGING MEMBER	D	Control
SHAH, TEJAL, TURAKHIA	I	MANAGING MEMBER	D	Control
SHAH, TEJAL, TURAKHIA	I	MANAGING MEMBER	D	Control
SHAH, TEJAL, TURAKHIA	I	MANAGING MEMBER	D	Control
SHAH, TEJAL, TURAKHIA	I	MANAGING MEMBER	D	Control
SHAH, RAHUL, NIRANJAN	I	MANAGING MEMBER & CHIEF COMPLIANCE OFFICER	C	Control
SHAH, TEJAL, TURAKHIA	I	MANAGING MEMBER	C	Control
VENTURA, KRISTINA, MARIE	I	DIRECTOR OF OPERATIONS	A
VENTURA, KRISTINA, MARIE	I	DIRECTOR OF OPERATIONS	A
VENTURA, KRISTINA, MARIE	I	DIRECTOR OF OPERATIONS	A
VENTURA, KRISTINA, MARIE	I	DIRECTOR OF OPERATIONS	A
VENTURA, KRISTINA, MARIE	I	DIRECTOR OF OPERATIONS	A
VENTURA, KRISTINA, MARIE	I	DIRECTOR OF OPERATIONS	A
VENTURA, KRISTINA, MARIE	I	DIRECTOR OF OPERATIONS	A
VENTURA, KRISTINA, MARIE	I	DIRECTOR OF OPERATIONS	A
VENTURA, KRISTINA, MARIE	I	DIRECTOR OF OPERATIONS	A
VENTURA, KRISTINA, MARIE	I	DIRECTOR OF OPERATIONS	A
VENTURA, KRISTINA, MARIE	I	DIRECTOR OF OPERATIONS	A
VENTURA, KRISTINA, MARIE	I	DIRECTOR OF OPERATIONS	A
VENTURA, KRISTINA, MARIE	I	DIRECTOR OF OPERATIONS	A
VENTURA, KRISTINA, MARIE	I	DIRECTOR OF OPERATIONS	A
VENTURA, KRISTINA, MARIE	I	DIRECTOR OF OPERATIONS	A
VENTURA, KRISTINA, MARIE	I	DIRECTOR OF OPERATIONS	A

Registrations

Federal

Mar 27, 2025 REGISTERED

Notice Filings (3)

CA HI TX

Address

350 TOWNSEND STREET
SUITE 411
SAN FRANCISCO, CA 94107
United States

Phone: (415) 678-5360