RIA Intel›Advisers›Washington›PENNY LANE WEALTH MANAGEMENT, LLC

PENNY LANE WEALTH MANAGEMENT, LLC

Advisory

TACOMA, WA

Data as of Feb 10, 2026 · Source: SEC Form ADV

Average account

$472K

across 40 accounts

AUM per adviser

$6M

3 advisers

Source: SEC Form ADV. Figures as filed Feb 10, 2026.

Total AUM

$19M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$19M

Discretionary AUM$0

Non-Discretionary AUM$19M

Discretionary %0%

Total Clients40

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InWA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

40 clients

9 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in WA

Closest by assets under management. All figures from Form ADV.

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DTM3 CORPORATION

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