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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available
- Established Date
- 10-04-2018
- Office Locations
- 1
Office Locations
About PI Wealth Plan LLC
Pi Wealth Plan LLC is a San Jose, CA RIA led by CFP®/EA Danelle Jenetayeva focused on ambitious entrepreneurs. The firm combines proactive tax planning with financial planning and investment management, including entity and income-shifting strategies and guidance around business liquidity/exit decisions. Investment solutions can include public securities and select alternatives/private equity. No commissions; fixed fees set for two years and paid monthly, with intentionally limited client capacity.
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Investment Themes
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Owner & Executives
DANELLE JENETAYEVA
Chief Compliance Officer, Principal
- CRD
- #6449014
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $26,354,527 | -- |
| Non-Discretionary | $0 | -- |
| Total | $26,354,527 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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