Overview
Assets Under Management: $194 million
Headquarters: SUNRISE, FL
High-Net-Worth Clients: 74
Average Client Assets: $2.1 million
Frequently Asked Questions
NEIL JESANI WEALTH MANAGEMENT is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #322345), NEIL JESANI WEALTH MANAGEMENT is subject to fiduciary duty under federal law.
NEIL JESANI WEALTH MANAGEMENT is headquartered in SUNRISE, FL.
NEIL JESANI WEALTH MANAGEMENT serves 74 high-net-worth clients according to their SEC filing dated March 28, 2026. View client details ↓
According to their SEC Form ADV, NEIL JESANI WEALTH MANAGEMENT offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
NEIL JESANI WEALTH MANAGEMENT manages $194 million in client assets according to their SEC filing dated March 28, 2026.
According to their SEC Form ADV, NEIL JESANI WEALTH MANAGEMENT serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 74
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 78.40%
Average Client Assets: $2.1 million
Total Client Accounts: 195
Discretionary Accounts: 195
Regulatory Filings
CRD Number: 322345
Filing ID: 2037033
Last Filing Date: 2026-03-28 14:10:39