Orinda, CA Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Penserra Wealth Management
Team
Firm-wide stats for Penserra Wealth Management
About
Penserra Wealth Management, LLC is an SEC‑registered investment adviser founded in August 2024 that provides discretionary portfolio management, pension consulting for employee benefit plans (on a non‑discretionary basis), and financial planning. The firm does not act as custodian for client assets and reported managing roughly $15 million in discretionary client assets as of September 10, 2026.
The firm employs a mix of analytical approaches—fundamental, technical, cyclical and economic analysis—and implements strategies that include strategic asset allocation, long‑ and short‑term purchases, ETFs, mutual funds, options and certain alternative investments. Portfolio management is generally exercised on a discretionary basis, while plan‑level pension consulting and participant education remain non‑discretionary; the firm also uses trade aggregation and model inputs alongside professional judgment.
Penserra is affiliated with other Penserra entities, including a broker‑dealer that serves institutional clients and affiliated investment managers that sub‑advise ETFs and manage institutional mandates, and the brochure discloses these relationships and associated conflicts along with mitigation measures (employee salary arrangements and internal policies restricting discussion of certain sub‑advised funds). The firm also notes operational distinctions such as its use of Schwab Advisor Services as custodian and support provider, limited custody related to fee withdrawal and standing letters of authorization, and a policy that clients retain proxy‑voting responsibility rather than the firm voting proxies.
Based on Penserra Wealth Management
Location
4 Orinda Way, 100 A
Orinda CA 94563
Advisors at this office
6
Advisors at this office
Viviana M
Series 65
Orinda, CA
Penserra Wealth Management
Viviana Mattos is a financial advisor at Penserra Wealth Management with eight years of industry experience. She holds a Series 65 designation and previously worked at Burleson & Company, LLC and Triage Consulting Group. Penserra Wealth Management is an SEC-registered investment adviser that provides discretionary portfolio management, pension consulting for employee benefit plans on a non-discretionary basis, and financial planning. The firm uses a combination of fundamental, technical, cyclical, and economic analysis to implement various strategies, including strategic asset allocation and use of ETFs, mutual funds, options, and alternative investments.
Jorge M
Series 63, Series 65
Orinda, CA
Penserra Wealth Management
Jorge Madrigal is a financial advisor at Penserra Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 designations and has been involved with various Penserra entities since 2008. Madrigal serves as president of Penserra Capital Management, a registered investment advisor. Penserra Wealth Management is an SEC-registered firm that offers discretionary portfolio management, pension consulting, and financial planning. The firm utilizes a range of analytical methods and investment strategies, serving clients through a team of seven advisors.
Bryce B
Series 63, Series 65
Orinda, CA
Penserra Wealth Management
Bryce Brown is a financial advisor at Penserra Wealth Management with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Perigon Wealth Management and Burleson & Company. He also serves as a commander in the California Army National Guard, where he is involved in personnel and equipment management as well as engineering projects. Penserra Wealth Management is an SEC-registered adviser that offers discretionary portfolio management, pension consulting, and financial planning. The firm uses a range of analytical approaches and investment strategies, serving clients with approximately $15 million in discretionary assets under management.
Anthony C
Series 63, Series 65
Orinda, CA
Penserra Wealth Management
Anthony Castelli is a financial advisor at Penserra Wealth Management with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with various Penserra entities since 2008. Penserra Wealth Management, founded in 2024, offers discretionary portfolio management, pension consulting, and financial planning services. The firm uses a combination of fundamental, technical, cyclical, and economic analysis to guide investment strategies across various asset classes and generally manages portfolios on a discretionary basis.
Lee G
Series 63, Series 66
Orinda, CA
Penserra Wealth Management
Lee Geiger is a financial advisor with Penserra Wealth Management in Orinda, CA, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked with Screaming Eagle Trading, Inc. and MOBIUS DESIGN, INC. since 2008. Outside of his advisory work, Geiger is a self-employed novelist. Penserra Wealth Management is an SEC-registered investment adviser that provides discretionary portfolio management, pension consulting, and financial planning. The firm uses a combination of fundamental, technical, cyclical, and economic analysis to implement a range of strategies for its clients.
Sean O
Series 66
Orinda, CA
Penserra Wealth Management
Sean O’Toole is a financial advisor at Penserra Wealth Management with six years of industry experience. He holds a Series 66 designation and has worked previously at Maverick LTC, LLC and Edward Jones. Based in Orinda, CA, he joined Penserra following a varied background that includes education. Penserra Wealth Management, LLC is an SEC-registered investment adviser founded in 2024 that provides discretionary portfolio management, pension consulting for employee benefit plans, and financial planning. The firm uses a mix of analytical approaches and implements various investment strategies, serving clients through a combination of discretionary and non-discretionary services.
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