Neil Jesani Wealth Management
Neil Jesani Wealth Management is an SEC-registered wealth manager in Sunrise, FL with $194.2M assets under management (AUM, regulatory AUM), +54% over one year. See who owns Neil Jesani Wealth Management: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 322345, SEC 801-131785, data through 2026-05-04.
- AUM (assets under management / regulatory AUM)
- $194.2M (2026-05-04)
- Firm type
- Wealth Manager
- Location
- Sunrise, FL
- Employees
- 13
- Clients
- 95
- CRD
- 322345
- Ownership
- JUDAS, BRANDON, SCOTT; JESANI, NURDIN, H; JESANI, NURDIN, HASAMBHAI; BHAIDANI, SHALIMA, SADRUDIN; BHAIDANI, SHALIMA
How much AUM does Neil Jesani Wealth Management have?
Neil Jesani Wealth Management reported $194.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-04).
Who owns Neil Jesani Wealth Management?
Disclosed owners and executives of Neil Jesani Wealth Management include JUDAS, BRANDON, SCOTT, JESANI, NURDIN, H, JESANI, NURDIN, HASAMBHAI, BHAIDANI, SHALIMA, SADRUDIN, BHAIDANI, SHALIMA. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.