PENSERRA WEALTH MANAGEMENT LLC

PENSERRA WEALTH MANAGEMENT LLC of ORINDA, CA is an SEC-registered investment adviser (CRD 333218). Regulatory assets under management: $2.5M.

Registration

• CRD: 333218
• SEC file number: 801-131343
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 333218 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search