Adviser Profile
| As of Date | 01/12/2025 |
| Registration status | Registration Changed to NEIL JESANI WEALTH MANAGEMENT, LLC |
| ADV Location | SUNRISE, FL, United States |
| Contact Info | (95 xxxxxxx |
| Websites |
| AUM* | 45,000,000 |
| of that, discretionary | 45,000,000 |
| Number of Employees | 5 25% |
| of those in investment advisory functions | 3 50% |
| Private Fund GAV* | 0 |
| Avg Account Size | 326,087 |
| % High Net Worth | 80.36% |
| SMA’s | No |
| Private Funds | 0 |
Adviser Type
Client Types
- High net worth individuals
- Pension and profit sharing plans
- Charitable organizations
- Insurance companies
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
Reported AUM
1
1
1
1
Private Funds
No private funds