# Penny Lane Wealth Management

Penny Lane Wealth Management is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** pennylanewealthmgmt.com

## Regulatory record

- **CRD number:** 318918
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/318918

## About

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.

## 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.

## Related profiles

- [The Clifford Group](https://altss.com/profile/the-clifford-group-llc)
- [Jacobs Wealth Management](https://altss.com/profile/jacobs-wealth-management-llc)

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Last updated: 2026-07-11T11:52:06.000Z

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