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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-28-2025
- Office Locations
- 1
Office Locations
About Eslami & Co. Wealth Management, LLC
Eslami & Co. Wealth Management is a boutique, fee-only RIA providing “personal CFO” style planning and investment management for affluent, equity-compensated professionals (public-company executives, startup technologists, late-career retirees). The firm specializes in tax-aware strategies for concentrated stock, RSUs/options, and deferred comp, paired with evidence-based, diversified portfolio construction and ongoing rebalancing. Founder Cyrus Eslami spent a decade building a robo-advisor; taxable accounts are typically custodied at Altruist.
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Owner & Executives
CYRUS S ESLAMI
Chief Executive Officer, FOUNDER
- CRD
- #6086601
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,236,163 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,236,163 | -- |
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Separately Managed Accounts
Total SMA Asset: $3,236,163
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,117,003,197 | 72.3% |
| Cash | $427,952,816 | 27.7% |
| Total | $1,544,956,013 | 100.0% |