Penserra Wealth Management

Overview

Penserra Wealth Management is an independent registered investment adviser organized as a limited liability company and registered with the SEC in 2024. The firm targets individual and family clients and delivers financial planning and portfolio management for individuals, small businesses, and institutions. Its primary fee model is a percentage of assets under management. The firm also operates in roles described as "other financial product salesperson" and lists industry affiliations that include a broker-dealer, another investment adviser, and a CPO/CTA relationship. The snapshot indicates the adviser does not identify as an active ESG investor and is reported as a related adviser to another entity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices