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$82.0M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
23 ADV. Clients
15 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Prudential · Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-12-2011
- Office Locations
- 1
Office Locations
4742 N 24th Street, Suite 300 Phoenix AZ
About Tehrani Wealth Management, LLC
Tehrani Wealth Management, LLC is a Phoenix-based RIA. The firm has been operating for 15 years. Managing $82.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and Prudential.
Team overview
-- AVG AGE
$82.0M AVG AUM / ADVISOR
$3.6M AVG AUM / CLIENT
15.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
15yrs Firm Age
Insights
Available
Available
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Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
SHAWN HASAN TEHRANI
Chief Compliance Officer, Managing Member
- CRD
- #1449360
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $81,963,862 | $294,529 |
| Total | $81,963,862 | $294,529 |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - OTC:
Available Equity - Exchange:
Available Cash:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - OTC | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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