Unclaimed Profile

George Nmn Madrigal

PENSERRA WEALTH MANAGEMENT LLC·ORINDA, California

SIE, Series 3, Series 7, Series 24, Series 27, Series 63, Series 65, Series 99TOClean record10 years registeredPENSERRA WEALTH MANAGEMENT LLC

4 ORINDA WAY,, ORINDA, CA 94563CRD# 3204950Firm CRD# 333218

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

George Nmn Madrigal · ORINDA, CA

Registration

CRD #3204950 · PENSERRA WEALTH MANAGEMENT LLC · 10 years registered

Brand Profile

Not yet started

Career History

PENSERRA WEALTH MANAGEMENT

Jun 2026 – present

PENSERRA GLOBAL INVESTORS LLC

Jan 2018 – present

PENSERRA CAPITAL MANAGEMENT LLC

Jan 2018 – present

PENSERRA TRANSITION MANAGEMENT LLC

May 2016 – Dec 2017

Orinda, CA

PENSERRA CAPITAL MANAGEMENT LLC

Mar 2016 – Dec 2017

Orinda, CA

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 24

Series 27

Series 63

Series 65

Series 99TO

Registration record

First registered · March 28, 2016

Years registered · 10

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

PENSERRA WEALTH MANAGEMENT LLC

CRD 333218 · SEC 801-131343

Employees

Total firm employees

Services offered by PENSERRA WEALTH MANAGEMENT LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at PENSERRA WEALTH MANAGEMENT LLC →

Introduction

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Frequently Asked Questions

What services does George Nmn Madrigal offer?

George Nmn Madrigal specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ORINDA, California for a consultation.

What are George Nmn Madrigal's credentials?

George Nmn Madrigal is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is George Nmn Madrigal located?

George Nmn Madrigal is based in ORINDA, California, working with PENSERRA WEALTH MANAGEMENT LLC. Their office serves clients in the ORINDA metropolitan area and surrounding communities.

How does George Nmn Madrigal charge for services?

George Nmn Madrigal's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is PENSERRA WEALTH MANAGEMENT LLC?

PENSERRA WEALTH MANAGEMENT LLC has approximately 2 employees. The firm is registered with the SEC as an investment adviser.

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