Desai Wealth LLC
Firm details
- Headquarters
- Campbell, California
- CRD number
- 335226
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Desai Wealth LLC is an individually owned limited liability company that offers financial planning, portfolio management for individuals and small businesses, and pension consulting services. The firm employs a mix of billing methods — percentage-of-assets, hourly, fixed fees and performance-based arrangements are disclosed — and identifies as an active ESG investor. Data on the year of SEC registration is not provided in the available filing.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Cash & Cash Equivalents20%
- Derivatives10%
Owners & executives
1 of 1
Vaishali Desai
President and Chief Compliance OfficerCRD 8051728
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Campbell, CA
Santa Clara
Location
Campbell, CA
Headquartered in Campbell, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 307 Orchard City Dr
- Time zone
- PT (UTC-8)
- Office locations
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