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Penserra Wealth Management

Penserra Wealth Management. CRD 333218

Penserra Wealth Management logo

CRD: 333218

Penserra Wealth Management

Orinda, CA, 94563
4157179276
www.penserrawealth.com
$2.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
2 Employees
8 ADV. Clients
1 yrs Firm Age

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Firm Details

Custodian
--
Clients
Retail
Platforms
Vector
Established Date
10-24-2024
Office Locations
4

Office Locations

4 Orinda WAY, 100-A Orinda CA
8530 NE 28th Street Hunts Point WA
-- Cerritos CA

About Penserra Wealth Management

Penserra Wealth Management is a registered investment adviser providing institutional-quality investment management and comprehensive planning for individuals, businesses, and private foundations. The firm builds portfolios (including ETF-focused SMA strategies) and advises on evolving wealth and risk needs. For reps offering brokerage, securities are offered through Emerson Equity LLC (FINRA/SIPC); custody includes Fidelity/NFS.

Team overview

50 AVG AGE
$2.5M AVG AUM / ADVISOR
$312.5K AVG AUM / CLIENT
0.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age

Insights

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Asset Classes

Ridge Element ember Fusion Ridge wave

Client Personas

Pioneer focus

Custodian

Pioneer Pathway oak Eagle Vector Bridge Bridge Alpha atlas Legacy atlas Atlas horizon

Fund Managers

Matrix matrix

Investment Themes

Momentum Quantum crest

Investment Vehicles

Prime signal Vector

Platform

Alpha value

Services

Atlas momentum Timber Catalyst wave Summit fusion Meridian catalyst Vertex Ember Optima Peak wave Vital Signal

Technology

Foundation vector

Owner & Executives

L

LEE WILSON GEIGER

Chief Compliance Officer, Operations Principal

CRD
#1552293
Ownership
Less than 5%
(958) 349-3860
north.glacier@beaconcapital.com
in linkedin.com/in/insight-value
J

JORGE NMN MADRIGAL

Chief Executive Officer, President

CRD
#3204950
Ownership
Less than 5%
(633) 878-4936
radial.timber@zenithcapital.com
in linkedin.com/in/prime-catalyst

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Contacts

A

ANTHONY NMN CASTELLI

Chief Operating Officer

CRD
#4409925
(955) 238-4516
horizon.vertex@foundationcapital.com
in linkedin.com/in/beacon-pioneer
CRAIG M GOUGIS

CRAIG M GOUGIS

--

CRD
#3258023
(586) 700-2736
ridge.alpha@quantumcapital.com
in linkedin.com/in/element-zenith
V

Vital north

Ridge prime

CRD
#99484
(279) 611-3053
ember.catalyst@vectorcapital.com
in linkedin.com/in/frontier-unison

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-23-2026
Category Assets AVG. Account size
Discretionary $0 --
Non-Discretionary $2,500,000 $312,500
Total $2,500,000 $312,500

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Separately Managed Accounts

Total SMA Asset: $2,500,000

$2.5M Total SMA
Equity - Exchange:
100.0%
Asset class Assets Assets %
Equity - Exchange $6,712,664,704 100.0%
Total $6,712,664,704 100.0%

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