|
⚲
|
| Keyboard |
| Penserra Wealth Management LLC
✚
|
|
|---|---|
| CRD # | 333218 |
| SEC # | 801-131343 |
| CIK # | |
| AUM | 2.5 M (2026-06-23) |
| Employees | 2 (50% Investors, 100% Brokers) |
| Fees | |
| Minimum | |
| Phone | 415-717-9276 |
| Address | 4 Orinda Way, Orinda, CA 94563 |
| Source | [IAPD] [Website] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 8 | 2.5 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 8 | 2.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 8 | 2.5 |
| Total | 8 | 2.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.5 | |
| Total | 8 | 2.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Origem International Advisory LLC
✚
|
3.4 M | |
|
Candor Financial LLC
✚
|
3.3 M | |
|
Xantos Labs LLC
✚
|
3.3 M | |
|
Marstone LLC
✚
|
RI | 2.8 M |
|
Propel Private Wealth LLC
✚
|
2.8 M | |
|
Namsoft Advisors LLC
✚
|
2.6 M | |
|
Bryan Advisory Services LLC
✚
|
PA | 2.4 M |
|
Stone Wall Financial Group LLC
✚
|
TX | 2.0 M |
|
Praestantia Capital LLC
✚
|
TX | 1.8 M |
|
Branson Fowlkes Russell Inc
✚
|
TX | 1.6 M |