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Neil Jesani Wealth Management, LLC

● SEC registered since 2025CRD 322345SEC# 801-131785Sunrise, FL
Export (members)
Reg. AUM
$194.2M
Employees
13
Accounts
195
Location
Sunrise, FL

Neil Jesani Wealth Management, LLC assets under management

Neil Jesani Wealth Management, LLC is an investment advisory firm registered with the SEC based in Sunrise, FL. The firm has been registered since 2025. It reports $194.2 million in regulatory assets under management and employs 13 people.

Neil Jesani Wealth Management, LLC owners & executives

3 reported
NameTitleOwnershipSince
Brandon Scott Judas ControlChief Compliance OfficerUnder 5%2025
Nurdin Hasambhai Jesani ControlPresident, Treasurer, Managing MemberOver 75%2022
Shalima Sadrudin BhaidaniSecretaryUnder 5%2022

Frequently asked questions

How much does Neil Jesani Wealth Management, LLC manage?

Neil Jesani Wealth Management, LLC reports $194.2 million in regulatory assets under management on its Form ADV.

How many employees does Neil Jesani Wealth Management, LLC have?

Neil Jesani Wealth Management, LLC reports 13 employees.

Where is Neil Jesani Wealth Management, LLC located?

Neil Jesani Wealth Management, LLC is based in Sunrise, FL and has been SEC-registered since 2025.

Does Neil Jesani Wealth Management, LLC disclose fund performance?

Neil Jesani Wealth Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1301 International Parkway, Suite 550, Sunrise, FL 33323
Phone(954) 800-0460
Office hours8 a.m. - 5 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Regulatory AUM

$194.2M▲ 89%
Jan '25 — $102.5MFeb '25 — $102.5MMar '25 — $125.9MApr '25 — $125.9MMay '25 — $125.9MJun '25 — $125.9MJul '25 — $125.9MAug '25 — $125.9MSep '25 — $125.9MOct '25 — $125.9MNov '25 — $125.9MDec '25 — $125.9MJan '26 — $125.9MFeb '26 — $125.9MMar '26 — $194.2MApr '26 — $194.2MMay '26 — $194.2MJun '26 — $194.2M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 34%
More than 66% of 16,825 advisers

Assets under management

$194.2Mregulatory AUM
Discretionary $194.2M