PENSERRA WEALTH MANAGEMENT LLC

PENSERRA WEALTH MANAGEMENT
ORINDA, California·2 registered advisors·CRD# 333218
SEC# 801-13134304157179276
01

Firm Overview

AUM
—
Regulatory assets under management
Employees
2
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
03

Specialties

Financial PlanningInvestment ManagementWealth ManagementFee-Only Advisory
04

Advisors at PENSERRA WEALTH MANAGEMENT LLC

2 registered advisors
George Nmn Madrigal
ORINDA, California
Lee Wilson Geiger
ORINDA, California
05

Office Locations

ORINDA, California
2 advisors

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Data sourced from SEC Form ADV filings. PENSERRA WEALTH MANAGEMENT LLC (CRD# 333218) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.