What is Peninsula Wealth, LLC's NAICS code?

Peninsula Wealth, LLC's NAICS code is 52 (Finance and Insurance).

Insights

Strategic Partnership EP Wealth Advisors partnered with Peninsula Wealth, LLC, signaling potential collaboration opportunities and larger client reach through joint offerings or referral arrangements.

Growth Potential Revenue scale is modest ($1M-$10M) with a small team (2-10 employees), indicating room for expanded services, scalability strategies, and technology-enabled client acquisition to accelerate growth.

Digital Enablement Active tech stack including Google Ads, HubSpot, and analytics tools suggests opportunities to enhance digital marketing, lead nurturing, and client onboarding for higher conversion and retention.

Service Expansion Diverse offerings from retirement to tax minimization and charitable giving point to cross-sell opportunities with broader wealth planning services to upsell to existing clients and attract high-value targets.

Market Positioning Operating in financial planning with a national-adjacent partner network indicates potential to position Peninsula Wealth as an attractive acquisition or consolidation target for larger RIAs seeking regional expertise.

Similar companies to Peninsula Wealth, LLC

Charles Schwab
35K$10B+
Northwestern Mutual
38K$10B+
Ameriprise Financial
10K$50M - $100M
Fidelity Investments
85K$10B+
Vanguard
28K$10B+
LPL Financial
15K$10B+
Merrill Lynch
35K$10B+
Morgan Stanley
102K$10B+
Raymond James
20K$10B+
Edward Jones
46K$10B+

Peninsula Wealth, LLC Tech Stack

Peninsula Wealth, LLC uses 8 technology products and services including Google Ads, Hotjar, Microsoft Clarity, and more. Explore Peninsula Wealth, LLC's tech stack below.

Google Ads
Advertising
Hotjar
Analytics
Microsoft Clarity
Analytics
HubSpot Content Hub
Content Management System
WordPress
Content Management System
Shopify
E-commerce
Microsoft 365
Email
Google Cloud
Infrastructure As A Service

Media & News

EP Wealth Advisors, LLC partners with Peninsula Wealth, LLC.
EP Wealth Advisors ("EP Wealth"), a leading fee-only registered investment adviser (RIA) with a growing national footprint, has announced its partnership with Peninsula Wealth, LLC in San Francisco, CA.
Apr 03, 2025 | www.financedirectoreurope.com

Peninsula Wealth, LLC's Email Address Formats

Peninsula Wealth, LLC uses at least 2 email formats:

Peninsula Wealth, LLC Email Formats	Example	Percentage
First@peninsulawealth.com	John@peninsulawealth.com	90%
First.Last@peninsulawealth.com	John.Doe@peninsulawealth.com	10%

Frequently Asked Questions

What is Peninsula Wealth, LLC's phone number?

You can contact Peninsula Wealth, LLC's main corporate office by phone at

+1-415-678-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Peninsula Wealth, LLC's official website and social media links?

Peninsula Wealth, LLC's official website is peninsulawealth.com and has social profiles on LinkedIn.

How much revenue does Peninsula Wealth, LLC generate?

As of September 2026, Peninsula Wealth, LLC's annual revenue is estimated to be $1M - $10M.

What is Peninsula Wealth, LLC's SIC code and NAICS code?

Peninsula Wealth, LLC's SIC code is 6282 - Investment Advice and NAICS code is 52 - Finance and Insurance.

How many employees does Peninsula Wealth, LLC have currently?

As of September 2026, Peninsula Wealth, LLC has approximately 3 employees across 1 continents, including North America. Key team members include President: S. S., Founder: R. S. and Principal And Co-Founder: S. R. Explore Peninsula Wealth, LLC's employee directory with LeadIQ.

What industry does Peninsula Wealth, LLC belong to?

Peninsula Wealth, LLC operates in the Financial Services industry.

What technology does Peninsula Wealth, LLC use?

Peninsula Wealth, LLC's tech stack includes Google Ads, Hotjar, Microsoft Clarity, HubSpot Content Hub, WordPress, Shopify, Microsoft 365 and Google Cloud.

What is Peninsula Wealth, LLC's email format?

Peninsula Wealth, LLC's email format typically follows the pattern of First@peninsulawealth.com. Find more Peninsula Wealth, LLC email formats with LeadIQ.

When was Peninsula Wealth, LLC founded?

Peninsula Wealth, LLC was founded in 2010.

Peninsula Wealth, LLC

Q: How many employees does Peninsula Wealth, LLC have currently?

Peninsula Wealth, LLC has approximately 3 employees.

Q: What technology does Peninsula Wealth, LLC use?

Peninsula Wealth, LLC's tech stack includes X-Content-Type-Options, cdnjs, Hotjar, Microsoft 365, Microsoft Clarity.

Financial ServicesCalifornia, United States2-10 Employees

Peninsula Wealth, LLC operates in the financial services field, offering tailored financial planning and wealth management for individuals and families. Its service set covers retirement planning, navigating company stock compensation, formulating investment strategies, pursuing tax minimization, and planning estates and legacies, as well as risk management and charitable giving. The firm's approach emphasizes adapting the planning model as clients' needs and goals change, supported by years of collective experience in helping others navigate financial decisions.

Based in the San Francisco Bay Area, the firm operates with a small team serving clients seeking integrated financial planning. A recent development is a partnership announced on April 3, 2025 with EP Wealth Advisors, LLC, reflecting collaboration within the advisory community.