Penserra Wealth Management

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