Penserra Wealth Management
RIA
Firm record
As recorded in SEC IAPD
- Firm CRD
- 333218
- SEC number
- 801-131343
- Firm type
- RIA
- Assets under management
- $2.5M as of Jun 23, 2026
- Website
- www.penserrawealth.com ↗
- Phone
- 4157179276
- Address
- 4 Orinda Way,, Orinda, CA, 94563
Advisors at this firm
5 in our index · page 1 of 1
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Anthony Nmn CastelliCRD 4409925 · Orinda, CAIA RegisteredBroker
-
Lee Wilson GeigerCRD 1552293 · Orinda, CAIA RegisteredBroker
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Craig M GougisCRD 3258023 · Cerritos, CAIA RegisteredBrokerDisclosure event(s) on record
-
Calvin LeeCRD 4596416 · San Francisco, CAIA RegisteredRegistration inactive
-
Jorge Nmn MadrigalCRD 3204950 · Orinda, CAIA RegisteredBroker
1–5 of 5
Source & corrections
Where this page comes from
Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.
SEC IAPD record for firm CRD 333218 ↗
FINRA BrokerCheck record for firm CRD 333218 ↗
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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.
Preview release — partial coverage. This is a public-records lookup tool, not investment advice, not a recommendation, and not an endorsement of any advisor. Registration status shown here is a copy of a government record and may be out of date; always confirm against SEC IAPD and FINRA BrokerCheck before acting.