RIA Intelligence

PENSERRA WEALTH MANAGEMENT LLC

Legal name: PENSERRA WEALTH MANAGEMENT

CRD #333218 SEC #801-131343 ORINDA, CA 4157179276
SEC Registered
Total AUM
--
Discretionary
--
Employees
2
Clients
0
Accounts
--

Firm Details

Organization Type
Limited Liability Company
State of Formation
Delaware
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 13, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
GEIGER, LEE, WILSONICHIEF COMPLIANCE OFFICERNA
GEIGER, LEE, WILSONICHIEF COMPLIANCE OFFICERNA
GEIGER, LEE, WILSONICHIEF COMPLIANCE OFFICERNA
GEIGER, LEE, WILSONICHIEF COMPLIANCE OFFICERNA
MADRIGAL, GEORGE, NMNICEONA Control
MADRIGAL, JORGE, NMNICEONA Control
MADRIGAL, JORGE, NMNICEONA Control
MADRIGAL, JORGE, NMNICEONA Control
PWM ADVISOR SERVICES LLCDECLASS A UNIT MEMBERE Control
PWM ADVISOR SERVICES LLCDECLASS A UNIT MEMBERE Control
PWM ADVISOR SERVICES LLCDELIMITED LIABILITY COMPANYE Control
PWM ADVISOR SERVICES LLCDECLASS A UNIT MEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
PENSERRA FINANCIAL VENTURES LLCDEPWM ADVISOR SERVICES LLCE Control
PENSERRA FINANCIAL VENTURES LLCDEPWM ADVISOR SERVICES LLCE Control
PENSERRA FINANCIAL VENTURES LLCDEPWM ADVISOR SERVICES LLCE Control
MADRIGAL, GEORGE, NMNIPENSERRA FINANCIAL VENTURES LLCC Control
MADRIGAL, JORGE, NMNIPENSERRA FINANCIAL VENTURES LLCC Control
MADRIGAL, JORGE, NMNIPENSERRA FINANCIAL VENTURES LLCC Control

Registrations

Federal

IA
Mar 13, 2025 REGISTERED

Notice Filings (1)

CA

Address

4 ORINDA WAY,
100-A
ORINDA, CA 94563
United States
Phone: 4157179276