Peninsula Wealth
Peninsula Wealth is a private San Francisco-based fee-only RIA founded in 2010, offering estate, investment, retirement, and financial planning to high-net-worth individuals. In 2024 it was acquired by EP Wealth Advisors, retaining its advisory team.
- Company typePrivate
- Founded2010
- HeadquartersSan Francisco, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Peninsula Wealth firmographics
Firmographics- Name
- Peninsula Wealth
- Legal name
- Peninsula Wealth
- Website
- https://peninsulawealth.com
- Company type
- Private
- Founded year
- 2010
- Operating status
- Acquired
- Headcount range
- 1–10 employees
- Short description
- Peninsula Wealth is a private San Francisco-based fee-only RIA founded in 2010, offering estate, investment, retirement, and financial planning to high-net-worth individuals. In 2024 it was acquired by EP Wealth Advisors, retaining its advisory team.
- Ownership category
- akta.pro rank
Peninsula Wealth industry classification
Industry- Product category
- Wealth Management
- NAICS
- Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Registered Investment Advisor (RIA) Wealth Management (FSAEABAA)
- akta.pro secondary industries
- Estate & Legacy Planning Advisory (FSAEAAAG), Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE), Specialized/Niche-Vertical RIAs (e.g., Medical, Tech, Executives, Athletes) (FSAAACAL)
Keywords
Where Peninsula Wealth is headquartered
LocationHeadquarters
- HQ city
- San Francisco
- HQ country
- United States
- HQ region
- North America
Offices65 records
Markets served
Peninsula Wealth business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Infrastructure, Technology or R&D, Marketing or Sales
Revenue model
- Wealth Management Fees: As a registered investment adviser and wealth management firm, EP Wealth generates revenue primarily through fees charged to clients for financial planning, investment management, and related advisory services. The firm serves over 15,000 households and operates on a fee-only basis focused on client interests.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Annual | Fee-only advisory services tailored to client needs |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
Peninsula Wealth product offering
Product offeringCore offering
Peninsula Wealth is a fee-only registered investment adviser providing personalized financial planning, investment management, retirement planning, estate planning, tax planning, divorce financial planning, business planning, and family office services to high-net-worth individuals and families, federal employees, professional athletes, and women investors. Following its acquisition by EP Wealth Advisors, Peninsula Wealth clients are served by the same advisory team with access to EP Wealth's broader service suite and national office network.
Product overview
Peninsula Wealth, now part of EP Wealth Advisors, offers a comprehensive suite of financial planning and wealth management services. The firm operates as a planning-first registered investment adviser serving over 15,000 households across the U.S. Services include Family Office Services, Financial Planning, Divorce Financial Planning, Retirement Planning, Investment Management, Estate Planning, Tax Planning, and Business Planning. The company also provides a client portal for account access and the EP Wealth Media Network for educational content. Peninsula Wealth clients have gained access to EP Wealth's full suite of services following the acquisition.
Differentiator
Problem solved
Functional benefit
Products and services
- Family Office Services Comprehensive wealth management services providing high-net-worth individuals and families with integrated financial planning, investment management, and administrative support.
- Financial Planning Core planning service including Financial Health Assessment, Life Transition Planning, Fiduciary Services, Asset Allocation, Equity Investments, Executive Compensation, and Special Needs Financial Planning, delivered to clients seeking integrated personal financial planning.
- Divorce Financial Planning Specialized planning for individuals undergoing divorce, covering Pre-Divorce Budgeting, Post-Divorce Budgeting, Spousal Maintenance Payments, Tax Implications, Child Support, and asset division, delivered by Certified Divorce Financial Analyst staff.
- Retirement Planning Retirement preparation services including Defined Contribution Plans, 403(b) Plans, IRAs, Retirement Income Planning, Retirement Accounts, and 401(k) Plans.
- Investment Management Portfolio management services including Portfolio Review, Capital Gains Tax Management, and Withdrawal Advice for clients' investment portfolios.
- Estate Planning Estate planning services including Charitable Giving, Real Estate Transfer, Living Will, Revocable Living Trust, Power of Attorney, Certificate of Trust, Pour-Over Wills, and Charitable Remainder Trusts.
- Tax Planning Tax optimization services including Tax Loss Harvesting strategies integrated with investment management.
- Business Planning Business advisory services including Debt Analysis, Risk Management, Buy-Sell Agreements, Real Estate Analysis, Business Transition and Succession, and Real Estate Investing for business owners.
Quantifiable outcome
- Serving over 15,000 households across the U.S.
- +2 more outcomes
Companies that use Peninsula Wealth
Customer profileNamed customers3 records
Segments4 records
Ideal customer profiles4 records
Peninsula Wealth technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Peninsula Wealth partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Peninsula WealthcorePeninsula Wealth was acquired by EP Wealth Advisors, with clients continuing to be served by the same advisory team while gaining access to EP Wealth's full suite of services. This acquisition expands EP Wealth's presence and client base.
Scale indicators4 records
Recent moves4 records
Expansion highlights5 records
Peninsula Wealth competitors and assessment
Company assessmentDirect peers
- Moneta Group: Fee-only RIA serving HNW families through team-based advice, financial planning, and investment management. Closely matches Peninsula's HNW focus, fiduciary model, and integrated planning services.
- Wealthspire Advisors: Fee-only RIA serving HNW individuals and families with comprehensive financial planning, investment, tax, and estate services. Closely comparable in service suite, fiduciary approach, and HNW focus.
- Beacon Pointe Advisors: Fee-only RIA specializing in comprehensive financial planning and investment management for HNW individuals and families. Comparable in fiduciary positioning, planning-first model, and advisor-led delivery.
- Carson Wealth: PE-backed (Genstar Capital) RIA roll-up platform acquiring independent advisor firms and providing centralized planning, investment, and back-office services. Highly comparable to the EP Wealth/Peninsula acquisition model and fee-only HNW positioning.
Broad incumbents
- Edelman Financial Engines: Large national RIA combining human advisor-led planning with technology-enabled investment management. Comparable in fiduciary, fee-only model and integrated planning-and-investing approach.
- Mariner Wealth Advisors: National fee-only RIA offering comprehensive financial planning and investment management to HNW clients, with significant M&A activity. Comparable in scale, service breadth, and planning-first fiduciary approach.
- Creative Planning: Large independent, fee-only RIA serving HNW clients with comprehensive financial planning, investment management, tax, and estate services. Comparable in fiduciary model, integrated service offering, and aggressive M&A-driven growth strategy.
- Mercer Advisors: PE-backed (Genstar Capital) national RIA serving HNW clients through acquisitions of independent advisor firms. Direct comparable for the roll-up acquisition strategy EP Wealth is executing with Peninsula.
- EP Wealth Advisors: Peninsula Wealth's direct parent company and the platform it now operates within. EP Wealth is a fee-only RIA with 500+ employees, 60+ offices, and 15,000+ households, providing the most direct comparable for advisory scope, fee model, and growth trajectory.
Emerging players
- Facet Wealth: Hybrid digital advice platform offering flat-fee financial planning and investment management to mass-affluent and emerging HNW clients. Comparable target segment but lower-fee, tech-enabled delivery model.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Peninsula Wealth social profiles
Digital presencePeninsula Wealth financial estimates
Financial estimateRevenue estimate
Valuation estimate
Peninsula Wealth leadership team
Management profileNumber of profiles
Profiles3 records
Peninsula Wealth funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Peninsula Wealth M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Peninsula Wealth
What does Peninsula Wealth do?
Peninsula Wealth is a fee-only registered investment adviser providing personalized financial planning, investment management, retirement planning, estate planning, tax planning, divorce financial planning, business planning, and family office services to high-net-worth individuals and families, federal employees, professional athletes, and women investors. Following its acquisition by EP Wealth Advisors, Peninsula Wealth clients are served by the same advisory team with access to EP Wealth's broader service suite and national office network.
Is Peninsula Wealth a public or private company?
Peninsula Wealth is a private company. It is classified as corporate owned and is currently acquired.
When was Peninsula Wealth founded?
Peninsula Wealth was founded in 2010. It employs 1 to 10 people.
Where is Peninsula Wealth based?
Peninsula Wealth is headquartered in San Francisco, United States, in the North America region.
How does Peninsula Wealth make money?
One revenue line is on record: wealth Management Fees.
Who are Peninsula Wealth's main competitors?
Direct peers on record are Moneta Group, Wealthspire Advisors, Beacon Pointe Advisors and Carson Wealth. Broad incumbents are Edelman Financial Engines, Mariner Wealth Advisors, Creative Planning, Mercer Advisors and EP Wealth Advisors. Facet Wealth is listed as an emerging player.
Does Peninsula Wealth have an API?
No public API is recorded for Peninsula Wealth.
What industry is Peninsula Wealth in?
Peninsula Wealth's product category is Wealth Management. Its primary akta.pro industry code is FSAEABAA, Registered Investment Advisor (RIA) Wealth Management, with a secondary code of FSAEAAAG, Estate & Legacy Planning Advisory. Its NAICS code is 523940 and its SIC code is 6282.