Penserra Wealth Management
Penserra Wealth Management is an SEC-registered mass-market adviser in Orinda, CA with $2.5M assets under management (AUM, regulatory AUM), -999% over one year. See who owns Penserra Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 333218, SEC 801-131343, data through 2026-06-23.
- AUM (assets under management / regulatory AUM)
- $2.5M (2026-06-23)
- Firm type
- Mass-Market Adviser
- Location
- Orinda, CA
- Employees
- 2
- Clients
- 8
- CRD
- 333218
- Ownership
- GEIGER, LEE, WILSON; PWM ADVISOR SERVICES LLC; MADRIGAL, GEORGE, NMN; MADRIGAL, JORGE, NMN; PENSERRA FINANCIAL VENTURES LLC
How much AUM does Penserra Wealth Management have?
Penserra Wealth Management reported $2.5M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-23).
Who owns Penserra Wealth Management?
Disclosed owners and executives of Penserra Wealth Management include GEIGER, LEE, WILSON, PWM ADVISOR SERVICES LLC, MADRIGAL, GEORGE, NMN, MADRIGAL, JORGE, NMN, PENSERRA FINANCIAL VENTURES LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.