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Penny Lane Wealth Management
PENNY LANE WEALTH MANAGEMENT, LLC is a state-registered investment adviser in Tacoma, WA. The firm manages approximately $19 million in regulatory assets.
Overview
PENNY LANE WEALTH MANAGEMENT, LLC is a state-registered investment adviser in Tacoma, WA. The firm manages approximately $19 million in regulatory assets. It has 3 employees and 3 investment advisers.
General information
Firm type
RIA
Frequently asked questions
Who runs investment decisions at Penny Lane Wealth Management?
No named principals or investment decision-makers are publicly identified for Penny Lane Wealth Management. The firm's leadership structure is not disclosed in available records.
Does Penny Lane Wealth Management participate in fund commitments or direct deals?
No information is publicly available on the firm's investment vehicles or whether it uses funds, direct deals, or co-investments.
What investment stages does Penny Lane Wealth Management typically target?
No stage preferences are disclosed. The firm's asset-class and stage focus remain unconfirmed.
Which sectors does Penny Lane Wealth Management explicitly avoid?
No sector exclusions are publicly reported. The firm's investment scope is not defined in available materials.
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