Kristina Marie Ventura

Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 03/2025 → Present
  Ep Wealth Advisors, Llc
  San Fransisco, CA
• 02/2014 → 03/2025
  Peninsula Wealth, Llc
  San Francisco, CA

Previous Registrations

• 2011-12-13 → 2025-07-15
  Peninsula Wealth, Llc
  San Francisco, CA
• 2001-03-09 → 2006-11-28
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Mateo, CA
  San Mateo, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-12-12
• S66 Uniform Combined State Law Examination
  2000-10-04