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PENSERRA WEALTH MANAGEMENT

PENSERRA WEALTH MANAGEMENT LLC

CRD 333218 · SEC 801-131343

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4 ORINDA WAY,, 100-A, ORINDA, CA, 94563, United States

Phone

4157179276

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$2.5M

Discretionary AUM

$0

Team

2 total employees; 1 advisory reps

Clients

1-10

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-04-24

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals8$2.5M

States served

AZ, CA, MI, WA

All web addresses on file

Official SEC filing: View on IAPD