Unclaimed Profile

Lee Wilson Geiger

PENSERRA WEALTH MANAGEMENT LLC·ORINDA, California

Clean recordPENSERRA WEALTH MANAGEMENT LLC

4 ORINDA WAY,, ORINDA, CA 94563CRD# 1552293Firm CRD# 333218

Profile Verification

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

Identity

Lee Wilson Geiger · ORINDA, CA

Registration

CRD #1552293 · PENSERRA WEALTH MANAGEMENT LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Lee Wilson Geiger is a registered financial advisor based in ORINDA, California, affiliated with PENSERRA WEALTH MANAGEMENT LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Fee-Only Advisory

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

PENSERRA WEALTH MANAGEMENT LLC

PENSERRA WEALTH MANAGEMENT

AUM

—

Regulatory assets under management

Employees

Total firm employees

View all advisors at PENSERRA WEALTH MANAGEMENT LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 1552293

Firm CRD# 333218

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Lee Wilson Geiger offer?

Lee Wilson Geiger specializes in Financial Planning, Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in ORINDA, California for a consultation.

What are Lee Wilson Geiger's credentials?

Lee Wilson Geiger is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lee Wilson Geiger located?

Lee Wilson Geiger 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 Lee Wilson Geiger charge for services?

Lee Wilson Geiger'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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