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DESAI WEALTH LLC
CRD 335226
6203 SAN IGNACIO AVENUE, SUITE 110, SAN JOSE, CA, 95119, United States
Phone
408-320-9789
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$1.0M
Discretionary AUM
$1.0M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Hourly charges; Fixed fees; Performance-based fees
Org form
Limited Liability Company
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
All web addresses on file
Official SEC filing: View on IAPD