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PENNY LANE WEALTH MANAGEMENT, LLC
CRD 318918
1804 W. UNION AVE., SUITE 202, TACOMA, WA, 98405, United States
Phone
253-227-1951
Fax
253-327-1179
Registration
— (—)
Source
State registered
Total AUM
$18.9M
Discretionary AUM
$0
Team
3 total employees; 3 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-10
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 31 | $5.8M |
| High net worth individuals | 9 | $13.1M |
All web addresses on file
Official SEC filing: View on IAPD