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 Crest
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% |