Maria Angelica
Prudente
Peninsula Wealth, LLC
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About this Advisor
Maria Angelica Prudente is a financial advisor based in San Francisco, California, working with Peninsula Wealth, LLC. Maria has previously held positions at Peninsula Wealth, LLC, Eh Shum Financial Solutions, Bc Forward, Thienes Engineering Inc, and Macro Pro, Inc. Maria has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Maria is part of Peninsula Wealth, LLC, which operates out of San Francisco, California. The firm has 5 employees and manages assets totaling $623.1 million. The firm serves high-net-worth clients and offers services including financial planning services and portfolio management for individuals and small businesses. The fee structure at Peninsula Wealth, LLC includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Peninsula Wealth, LLC Brokerage Details
$623,055,134
5
901
$691,515
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Maria Angelica Prudente Work History
Peninsula Wealth, LLC
Peninsula Wealth, LLC
Eh Shum Financial Solutions
Bc Forward
Thienes Engineering Inc
Macro Pro, Inc
Disclosures
Please visit the SEC profile of Maria Angelica Prudente to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Peninsula Wealth, LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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