Dakota
Dakota
Book a Demo
Talk to an Expert

Peninsula Wealth

EST. AUM
$676,425,339

CONTACTS
4

CLIENT ACCOUNTS
1,106

Firm Details

Metro area San Francisco
CRD Number 152436
Website peninsulawealth.com
Client types

Overview

Peninsula Wealth is an independent wealth management firm based in San Francisco's SOMA district, serving clients across the greater Bay Area. With a team of Certified Financial Planners™ and over 75 years of combined experience, the firm is dedicated to providing transparent, accessible, and straightforward financial planning. Founded on the belief that every client deserves clear and relatable financial guidance, Peninsula Wealth helps clients navigate life’s important decisions with confidence and peace of mind. The firm takes pride in maintaining trust and delivering personalized advice tailored to even the most complex financial needs, ensuring clients can achieve what matters most to them

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

Products & Services

Resources

Podcasts

Events

Company

© Dakota 2026 | Terms of Use | Privacy Policy