Neil Jesani Wealth Management, Llc
- Regulatory AUM
- $194M
- Discretionary
- $194M
- Clients
- 95
- Avg AUM / client
- $2.0M
- Accounts
- 195
- Employees
- 13
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Aug 11, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | Fewer than 5 clients | $82.9K | 0.04% |
| High net worth individuals | 74 | $152M | 78.4% |
| Pension and profit sharing plans | 10 | $3.6M | 1.85% |
| Charitable organizations | 5 | $12.3M | 6.32% |
| Insurance companies | Fewer than 5 clients | $6.7M | 3.43% |
| Corporations and other businesses | 6 | $19.3M | 9.95% |
People (7)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Bhaidani, Shalima, Sadrudin | Secretary | Jun 2022 (4y) | Less than 5% | |
| Nurdin Hasambhai Jesani | President, Treasurer, Managing Member, And Chief Compliance Officer | CFP | Jun 2022 (4y) | 75% or more |
| Andrew J Constantinides | Registered representative | Aug 2022 (4y) | ||
| James Vincent Debevec | Registered representative | CFA | May 2024 (2y) | |
| Brandon Scott Judas | Registered representative | Nov 2024 (2y) | ||
| Siddharth Sinha | Registered representative | CFA | Feb 2026 (0y) | |
| Travis George Benoit | Registered representative | May 2026 (0y) |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/04/2026 | 969 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Charles Schwab & Co. $188M (97% of AUM) May 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Aug 11, 2026.
View current Form ADV (SEC/IAPD) ↗