PENSERRA WEALTH MANAGEMENT

Overview

Penserra Wealth Management is a small, independent registered investment adviser formed as an LLC and SEC-registered in 2024. The firm serves individual and family clients, charging fees as a percentage of assets under management and providing financial planning plus portfolio management for individuals, small businesses, and certain institutional/business clients. It identifies as a related adviser and lists business activity as “Other Financial Product Salesperson.” Industry affiliations include a broker‑dealer, another investment adviser, and a CPO/CTA relationship. The firm does not describe itself as an active ESG investor and reports that it is not a capital allocator.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices