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DESAI WEALTH LLC

CRD 335226

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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