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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 04-18-2012
- Office Locations
- 1
Office Locations
About Qubera Wealth Management
Qubera Wealth Management is a Pasadena, CA fee-only fiduciary advisory led by Nirav Desai. The firm provides financial planning and ongoing portfolio management for high-earning households seeking disciplined, research-driven, long-term strategies. Portfolios are primarily implemented with ETFs and public funds, with guidance on insurance needs and ongoing course-corrections as goals change; custody includes Charles Schwab.
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Investment Themes
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Owner & Executives
NIRAV MAHENDRA DESAI
Advisor, Chief Compliance Officer, Chief Executive Officer, Managing Member
- CRD
- #6027550
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $52,603,924 | -- |
| Non-Discretionary | $0 | -- |
| Total | $52,603,924 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Private Funds | Available | Available |
| Total | Available | Available |
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