Bryce Ryan Brown
Investment adviser representative at Penserra Wealth Management
13 yearsExperience
2 statesRegistered in
$2.5MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
Experience
13 years in the industry.
- Penserra Wealth ManagementSep 2026 to now
- Perigon Wealth Management, LLCJan 2023 to now
- California Army National GuardJun 2013 to now
- Burleson & Company, LLCJan 2016 to May 2023
Exams passed
- Series 63 · Uniform Securities Agent State Law2013
- Series 65 · Uniform Investment Adviser Law2016
State registrations
Registered as an investment adviser representative in 2 states (CA, TX).
Penserra Wealth Management
Legal name: Penserra Wealth Management LLC
$2.5MAssets managed
8Clients
12Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6209724
- Firm CRD
- 333218