Penserra Wealth Management LLC
● SEC registered since 2024CRD 333218SEC# 801-131343Orinda, CA
Reg. AUM
$2.5M
Employees
2
Accounts
8
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 reports $2.5 million in regulatory assets under management and employs 2 people.
Penserra Wealth Management LLC owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| George Nmn Madrigal Control | Ceo | Under 5% | 2024 |
| Lee Wilson Geiger | Chief Compliance Officer | Under 5% | 2024 |
| Pwm Advisor Services LLC Control | Class A Unit Member | Over 75% | 2024 |
See all 5 owners & executives — unlock the full record.
Join to unlock · $37/moFrequently asked questions
How much does Penserra Wealth Management LLC manage?
Penserra Wealth Management LLC reports $2.5 million in regulatory assets under management on its Form ADV.
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
| Address | 4 Orinda Way,, 100-A, Orinda, CA 94563 |
| Phone | 4157179276 |
| Office hours | 7a.m.-230p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.5MNo change
Jan '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 99%
Larger than 1% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers
Assets under management
$2.5Mregulatory AUM
Discretionary $0Non-discretionary $2.5M