Penserra Wealth Management

RIASEC Registered
Total AUM
$2.5M
Discretionary
$2.5M
100% of AUM
Avg account
$313K
Accounts
8
Employees
2
Advisory reps
12

Firm details

Headquarters
Orinda, California
CRD number
333218
Registered since
October 24, 2024
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM, Hourly Charges, Fixed Fees
Client types
  • Individuals100%
Services
Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Penserra Wealth Management is an independent registered investment adviser that began SEC registration in 2024. The firm operates as an LLC owned by a mix of a domestic entity and an individual and serves primarily individual and family clients. Its advisory services center on financial planning, portfolio management for individuals and small businesses, and pension consulting. Fee arrangements include a percentage-of-AUM model alongside hourly and fixed-fee options. The firm reports relationships or affiliations with a broker-dealer, another investment adviser, and a CPO/CTA-type entity, and it is identified as having a related adviser. Penserra does not position itself as a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Exchange Traded Equities 100%100%
  • Exchange Traded Equities100%

Owners & executives

3 of 3
  • Anthony Castelli

    Anthony Castelli

    Chief Compliance OfficerCRD 4409925

  • Jorge Madrigal

    Jorge Madrigal

    Founder and Chief Executive OfficerCRD 3204950

  • Lee Geiger

    Lee Geiger

    Chief Compliance OfficerCRD 1552293

Contacts

3 of 9
  • Jonathan Masse

    Jonathan Masse

    Private Wealth ManagerCRD 4480430

  • Craig Gougis

    Craig Gougis

    Insurance AgentCRD 3258023

  • Sean O'toole

    Sean O'toole

    AssociateCRD 6989605

Unlock 6 more contacts →

Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

Orinda, CA

Contra Costa

Location

Orinda, CA

Headquartered in Orinda, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.

Metro area
San Jose-San Francisco-Oakland, CA
Region
West
County
Contra Costa
Address
4 Orinda Way
Time zone
PT (UTC-8)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth