Privacy Policy

Penserra Wealth Management LLC  |  Last Updated: June 2026
Published at: penserrawealth.com/privacy-policy

1. Overview

Penserra Wealth Management LLC (“Penserra,” “we,” “us,” or “our”) is committed to protecting your personal information. This Privacy Policy explains what information we collect, how we use it, how we protect it, and your rights in connection with our services — including our SMS text messaging program delivered through Microsoft Teams.

2. Information We Collect

In connection with our services and SMS communications program, we may collect the following:

  • Name, email address, mailing address, and phone number (including mobile number)
  • Your consent to receive SMS messages and the date/time that consent was given
  • Message history related to your account and communications with Penserra
  • Account and financial information provided during onboarding or ongoing client engagement
  • Technical information such as device type or carrier, where relevant to message delivery

3. How We Use Your Information

Information collected is used solely for the following purposes:

  • To send SMS messages you have explicitly consented to receive
  • To manage your client account and respond to your inquiries and requests
  • To fulfill compliance, regulatory, and recordkeeping obligations
  • To schedule and confirm appointments and service-related communications
  • To improve the quality of our client communications and services

We do not use your mobile number or SMS opt-in data for marketing profiling, automated decision-making, or any purpose unrelated to your direct relationship with Penserra Wealth Management.

4. How We Protect Your Information

Penserra maintains administrative, technical, and physical safeguards designed to protect your personal information against unauthorized access, disclosure, alteration, or destruction. Our SMS communications are delivered through Microsoft Teams, which operates under Microsoft’s enterprise-grade security and compliance standards.

Please note that SMS is not a fully secure channel. We encourage you not to transmit sensitive financial account credentials, Social Security numbers, or other personally identifiable information via text message.

5. SMS Privacy Disclosures

Mobile phone numbers and SMS opt-in information collected by Penserra Wealth Management are not shared with third parties or affiliates for marketing or promotional purposes.

  • Your mobile number is used exclusively to communicate with you in connection with your account and relationship with Penserra.
  • SMS opt-in consent is specific to your relationship with Penserra and is not transferred, sold, or rented to any third party.
  • Opt-out requests are honored promptly and no further SMS messages will be sent from the opted-out number.

6. How to Contact Us by Text

Penserra delivers SMS messages through Microsoft Teams. This means your text communications are sent and received directly by the Penserra team member assigned to your account — not through an automated bulk messaging system. You can reply directly to any text message from Penserra to reach that team member.

If you are unsure which number to text, or if you need to reach a specific team member, contact us using the information below and we will connect you with the right person.

7. Your Rights & Choices

  • You may opt out of SMS communications at any time by replying STOP to any Penserra text message.
  • You may request access to or deletion of your personal information by contacting us in writing.
  • You may update your contact information or communication preferences by contacting your Penserra advisor directly.

8. Contact Information

For questions about this Privacy Policy or your personal information:

For our full firm Privacy Policy and additional disclosures, visit: penserrawealth.com/disclosures

This Privacy Policy may be updated periodically. Continued use of our SMS program constitutes acceptance of any revised terms. Penserra Wealth Management LLC is a Registered Investment Advisor located in the State of California.