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| Keyboard |
| Neil Jesani Wealth Management LLC
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|---|---|
| CRD # | 322345 |
| SEC # | 801-131785 |
| CIK # | |
| AUM | 194.2 M (2026-05-04) |
| Employees | 13 (46% Investors, 0% Brokers) |
| Phone | 954-800-0460 |
| Address | 1301 International Parkway Sunrise, FL 33323 |
| Source | [IAPD] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.1 |
| (b) Individuals (high net worth individuals) | 74 | 152.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 10 | 3.6 |
| (h) Charitable organizations | 5 | 12.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 6.7 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 6 | 19.3 |
| (n) Other | 0 | 0.0 |
| Total | 195 | 194.2 |
| By Discretionary | ||
| Discretionary | 195 | 194.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 195 | 194.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 194.2 | |
| Total | 195 | 194.2 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
TTG Financial Inc
✚
|
OH | 194.0 M |
|
Innovative Advisory Group LLC
✚
|
MA | 194.0 M |
|
Integrity Wealth Partners LLC
✚
|
CA | 193.9 M |
|
Emeth Value Capital LLC
✚
|
LA | 193.7 M |
|
MWS Capital Consultants LLC
✚
|
IL | 193.7 M |
|
D M Brenner Inc
✚
|
CA | 193.6 M |
|
One Wealth Management Investment and Advisory Services LLC
✚
|
FL | 193.5 M |
|
Pine Haven Investment Counsel Inc
✚
|
193.4 M | |
|
Stonecreek Private Wealth LLC
✚
|
193.3 M | |
|
Retirement Plan Fiduciaries LLC
✚
|
193.3 M |