M
CRD: 169666
Masani Wealth Management, LLC
West Chester, PA
4848878011
$57.1M Total AUM
$57.1M Disc. AUM
-- 3Y CAGR
1 Employees
61 ADV. Clients
12 yrs Firm Age
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- Custodian
- Capital Group ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-29-2014
- Office Locations
- 1
Office Locations
-- West Chester PA
About Masani Wealth Management, LLC
Masani Wealth Management, LLC is a West Chester-based RIA. The firm has been operating for 12 years. Managing $57.1M in total assets under management, with 1 advisory representatives. They custody assets with Capital Group and Charles Schwab & Company. Services offered include Asset Management, Estate Planning, Financial Planning.
Team overview
-- AVG AGE
$57.1M AVG AUM / ADVISOR
$936.1K AVG AUM / CLIENT
12.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Vital
Client Personas
Vital zenith Beacon atlas
Investment Themes
Timber Unison Frontier
Investment Vehicles
Summit
Services
Atlas focus Timber crest Radial Matrix glacier Element Beacon Catalyst insight
Owner & Executives
A
ADIL RUSTOM MASANI
Certified Financial Planner, Managing Member
- CRD
- #2225799
- Ownership
- 75% or more
(416) 437-6698
frontier.zenith@embercapital.com
in linkedin.com/in/optima-matrix
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $57,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $57,100,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $57,100,000
Public Funds:
59.8% Equity - Exchange:
40.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $388,662,134 | 59.8% |
| Equity - Exchange | $261,274,545 | 40.2% |
| Total | $649,936,679 | 100.0% |