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Pwm Advisor Services LLC

Class A Unit MemberPenserra Wealth Management LLC

About Pwm Advisor Services LLC

Pwm Advisor Services LLC is listed as Class A Unit Member at Penserra Wealth Management LLC in Orinda, CA. Form ADV reports a beneficial ownership band of Over 75%.

Reported ownership

Owns Over 75% of Penserra Wealth Management LLC
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Pwm Advisor Services LLC work?

Pwm Advisor Services LLC is listed as Class A Unit Member at Penserra Wealth Management LLC on SEC Form ADV.

How much of Penserra Wealth Management LLC does Pwm Advisor Services LLC own?

Form ADV reports a beneficial ownership band of Over 75%.

Penserra Wealth Management LLC

TitleClass A Unit Member
OwnershipOver 75%
Control personYes
Since2024