Rahul
Shah
Peninsula Wealth, LLC
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About this Advisor
Rahul Shah is a certified financial planner who works out of San Francisco, California who has 13 years of industry experience. Shah works at Peninsula Wealth, LLC. They have been with Peninsula Wealth, Llc for their whole career. Shah has a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is registered to serve investors in California and Texas. Peninsula Wealth, LLC is an advisory business operating out of San Francisco, CA. It controls $481 million in total assets among its 783 customer accounts, placing it among the larger financial advisory firms in the country by assets under management. Of its 783 accounts, 100% belong to high-net-worth clients who have greater than $1 million in investable assets. Peninsula Wealth, LLC performs a set of services, including financial planning services and portfolio management for individuals and small businesses. Financial management fee schedules largely vary depending on the services provided. Fees billed by Peninsula Wealth, LLC typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Peninsula Wealth, LLC Brokerage Details
$480,695,299
4
783
$613,915
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Rahul Shah Work History
Rahul has been registered as a financial advisor for 13 years.*
Peninsula Wealth LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Rahul Shah 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
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
