Houlihan Lokey Advises Peninsula Wealth

Peninsula Wealth, LLC (Peninsula), a national registered investment advisor (RIA), has been acquired by EP Wealth Advisors, LLC (EP Wealth), a leading fee-only RIA with a growing national footprint. The transaction closed on March 31, 2025.

This strategic partnership enhances EP Wealth’s ability to serve clients in Northern California while adding more than $900 million in assets under management/advisement.

For more than 15 years, Peninsula has been based in San Francisco’s SOMA district, providing tailored financial planning and investment strategies to individuals and families, particularly in the biotech and technology industries. Through this partnership, Peninsula’s clients will gain access to EP Wealth’s expanded suite of services, including deeper investment research, estate and tax planning expertise, and advanced technology solutions, all while maintaining the personal attention they value.

Peninsula’s founder, Rahul Shah, will join EP Wealth as Regional Director, along with his team, who bring extensive industry experience. The addition of Peninsula strengthens EP Wealth’s presence in Northern California, complementing its existing offices in Berkeley and Walnut Creek.

Houlihan Lokey acted as the exclusive financial advisor to Peninsula.

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