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Lee Wilson Geiger

PENSERRA WEALTH MANAGEMENT LLC·ORINDA, California
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4 ORINDA WAY,, ORINDA, CA 94563CRD# 1552293Firm CRD# 333218
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Fee-Only Advisory
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
PENSERRA WEALTH MANAGEMENT LLC
PENSERRA WEALTH MANAGEMENT
AUM
—
Regulatory assets under management
Employees
2
Total firm employees
View all advisors at PENSERRA WEALTH MANAGEMENT LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 1552293
Firm CRD# 333218
No disclosures on file
View on FINRA BrokerCheck →

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05

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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Research
Advisor Fees in CaliforniaNational Fee Analysis
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