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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 09-03-2019
- Office Locations
- 1
Office Locations
About Perceptive Wealth Advisors LLC
Perceptive Wealth Advisors is a Houston-based RIA providing comprehensive financial planning and personalized investment management for mid-career professionals and first-generation immigrants, often high-income families. Portfolios are aligned to long-term goals and are primarily implemented with ETFs, led by a CFA charterholder and custodied at Charles Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 20 clients, or 20 clients per representative. That equates to $520.1K in reported AUM per client.
The profile lists 1 reported office location and 7 years in operation. The source data was last updated on March 17, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Perceptive Wealth Advisors LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Amol Shashikant Desai
Chief Compliance Officer, Founder, Lead Advisor, PRINCIPAL
- CRD
- #7150664
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,401,858 | -- |
| Non-Discretionary | $0 | -- |
| Total | $10,401,858 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Perceptive Wealth Advisors LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.