Neil Jesani Wealth Management

Overview

Neil Jesani Wealth Management operates as an independent registered investment adviser structured as an LLC. The firm reports SEC registration in 2025, is owned by an individual, and serves both high-net-worth individuals and family clients as well as institutional clients. Advisory services are concentrated on financial planning and discretionary portfolio management for individuals, small businesses, and businesses or institutions. Their billing mixes a percentage-of-AUM fee with the option for hourly charges. The firm does not describe itself as an active ESG investor, is not a multi-state adviser, and does not function as a capital allocator or related adviser. Industry relationships include an accountant and an insurance company, indicating common professional referral or service relationships rather than an internal family-office structure.

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Public Holdings

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Location & Offices