← Back to searchVisit website
NEIL JESANI WEALTH MANAGEMENT
NEIL JESANI WEALTH MANAGEMENT, LLC
CRD 322345 · SEC 801-131785
1301 INTERNATIONAL PARKWAY, SUITE 550, SUNRISE, FL, 33323, United States
Phone
(954) 800-0460
Fax
—
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$194.2M
Discretionary AUM
$194.2M
Team
13 total employees; 6 advisory reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges
Org form
Limited Liability Company
Filing date
2026-05-04
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 74 | $152.3M |
| Pension/profit sharing plans | 10 | $3.6M |
| Charitable organizations | 5 | $12.3M |
| Corporations/business entities | 6 | $19.3M |
States served
CA, GA, IL, LA, MN, NJ, NY, TX, FL
All web addresses on file
- https://www.facebook.com/NeilJesaniWM/?paipv=0&eav=AfbfI01U9txH_2foEUWtZhV_mSY7NT5MnjYlX3vkixnGcA-jxF5eVYzcHNIO_IRQlCo&_rdr
- https://www.neiljesaniwealth.com/home55918658
- https://www.youtube.com/@neiljesaniwealthmanagement2878
- https://www.tiktok.com/@neiljesaniwealth
- https://www.linkedin.com/company/neil-jesani-wealth/
- https://www.instagram.com/neiljesaniwealth/
Official SEC filing: View on IAPD