PENSERRA WEALTH MANAGEMENT LLC
Doing business as PENSERRA WEALTH MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$2,500,000
Discretionary
$2,500,000
Non-discretionary
$0
Firm details
- CRD number
- 333218
- SEC file number
- 801-131343
- Main office
- ORINDA, CA, United States
- Employees
- 2
- SEC status
- Approved
- Website
- https://www.penserrawealth.com
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.