CRD: 318918
Penny Lane Wealth Management, LLC
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- QuantumInsight bridge +more
- Established Date
- 03-04-2022
- Office Locations
- 1
Office Locations
About Penny Lane Wealth Management, LLC
Penny Lane Wealth Management is a Washington State registered investment adviser serving individuals and families across Tacoma, Pierce County, and Washington. The firm provides personalized wealth management and comprehensive financial planning, including in-depth retirement planning and ongoing investment guidance with asset allocation strategy. Clients can also access solutions such as insurance and annuities, coordinated with its partner company Penny Lane Financial, supported by secure online tools.
Team overview
Insights
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Christine L Pickering
Chief Compliance Officer, Managing Member, President
- CRD
- #7504276
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
JEFFREY JOHN CATHERSAL
Financial Advisor
- CRD
- #4522759
JOHN DEFORREST WILLIAMSON
Owner
- CRD
- #2357023
Showing 2 of 3 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $18,896,134 | -- |
| Total | $18,896,134 | -- |
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Separately Managed Accounts
Total SMA Asset: $18,896,134
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $6,798,378,059 | 100.0% |
| Total | $6,798,378,059 | 100.0% |