Unclaimed Profile

Lee Wilson Geiger

PENSERRA WEALTH MANAGEMENT LLC·ORINDA, California

SIE, Series 3, Series 7, Series 9, Series 24, Series 27, Series 52TO, Series 53, Series 55, Series 57TO, Series 63, Series 66, Series 99TOClean record3 years registeredPENSERRA 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 · 3 years registered

Brand Profile

Not yet started

Career History

PENSERRA WEALTH MANAGEMENT

May 2026 – present

PENSERRA CAPITAL MANAGEMENT LLC

Sep 2022 – present

PENSERRA GLOBAL INVESTORS LLC

Sep 2022 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 3

Series 7

Series 9

Series 24

Series 27

Series 52TO

Series 53

Series 55

Series 57TO

Series 63

Series 66

Series 99TO

Registration record

First registered · September 21, 2022

Years registered · 3

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 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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