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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-01-2022
- Office Locations
- 2
Office Locations
About Neil Jesani Wealth Management
Neil Jesani Wealth Management is a Sunrise, FL registered investment adviser serving both retail and institutional clients. The firm provides financial planning and portfolio construction, with support for tax and estate planning, business succession, and insurance needs. Investment management emphasizes active allocation using ETFs and other vehicles across fixed income, alternatives, real estate, and socially responsible strategies, with custody at Charles Schwab.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
NURDIN HASAMBHAI JESANI
Advisor, Managing Member, President, TREASURER
- CRD
- #4457536
- Ownership
- 75% or more
SHALIMA SADRUDIN BHAIDANI
Secretary, Vice President of Finance
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 3 owners & executives
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TRAVIS GEORGE BENOIT
Operations Director
- CRD
- #4207890
ANDREW J CONSTANTINIDES
Senior Wealth Strategist
- CRD
- #5596143
Showing 2 of 7 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $194,218,472 | $995,992 |
| Non-Discretionary | $0 | -- |
| Total | $194,218,472 | $995,992 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Public Funds | Available | Available |
| Total | Available | Available |
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