Penserra Wealth Management
SEC RegisteredThe Penserra Wealth Management Experience
About the firm
Penserra is dedicated to customer service, providing individuals, businesses, and private foundations with an unparalleled experience that goes beyond traditional wealth management. Their team provides solutions for a broad spectrum of wealth and risk situations, offering comprehensive advice and services that evolve with changing needs over time.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive advice and services covering a broad spectrum of wealth and risk situations, evolving with clients' changing needs over time
Who they serve
Individuals, businesses, and private foundations
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 8 | $2.5M |
Leadership
Office locations
Advisors at this firm
4 advisors in the directory
Regulatory & compliance
Data as of April 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Penserra Wealth Management has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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