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PENINSULA WEALTH, LLC

SAN FRANCISCO, CA · CRD 152436 · IAPD ↗ · (415) 678-5360

$676.4MRegulatory AUM
6Advisory reps
7Employees
0Clients
0Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
August 2025 — PENINSULA WEALTH, LLC (SAN FRANCISCO, CA) left the SEC roster (was $676.4M RAUM, 6 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
70
April 2024 — PENINSULA WEALTH, LLC crossed $500M in regulatory AUM ($480.7M -> $623.1M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.