# PENSERRA WEALTH MANAGEMENT LLC

PENSERRA WEALTH MANAGEMENT LLC of ORINDA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 333218
- Type: SEC-registered investment adviser
- SEC file number: 801-131343
- Location: 4 ORINDA WAY,, 100-A, ORINDA, CA, 94563
- Phone: 4157179276
- Latest filing: 2026-06-23
- Regulatory AUM: $2.5M
- Non-discretionary AUM: $2.5M
- Clients: 2
- Accounts: 8

## Business model

- Compensation: % of AUM
- Clients served: Individuals, High net worth, Pooled vehicles

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| Jorge Nmn Madrigal | CEO; OWNER AND CEO | — |
| Lee Wilson Geiger | CHIEF COMPLIANCE OFFICER | — |
| MADRIGAL GEORGE NMN | CEO; OWNER AND CEO | — |
| GEIGER LEE WILSON | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/333218/brochure
- Similar advisers: https://search.stillhousedata.com/firm/333218/similar
- Related entities: https://search.stillhousedata.com/firm/333218/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/333218

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.