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Penserra Wealth Management LLC

● SEC registered since 2024CRD 333218SEC# 801-131343Orinda, CA
Export (members)
Reg. AUM
—
Employees
2
Accounts
—
Location
Orinda, CA

Penserra Wealth Management LLC assets under management

Penserra Wealth Management LLC operates as an SEC-registered investment adviser based in Orinda, CA. The firm has been registered since 2024. It employs 2 people.
www.penserrawealth.comView on SEC.gov ↗

Penserra Wealth Management LLC owners & executives

5 reported
NameTitleOwnershipSince
George Nmn Madrigal ControlCeoUnder 5%2024
Lee Wilson GeigerChief Compliance OfficerUnder 5%2024
Pwm Advisor Services LLC ControlClass A Unit MemberOver 75%2024
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Frequently asked questions

How many employees does Penserra Wealth Management LLC have?

Penserra Wealth Management LLC reports 2 employees.

Where is Penserra Wealth Management LLC located?

Penserra Wealth Management LLC is based in Orinda, CA and has been SEC-registered since 2024.

Does Penserra Wealth Management LLC disclose fund performance?

Penserra Wealth Management LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address4 Orinda Way,, 100-A, Orinda, CA 94563
Phone4157179276
Office hours7a.m.-230p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo