TEHRANI WEALTH MANAGEMENT, LLC

RIASEC Registered
Total AUM
$82M
Discretionary
$0
0% of AUM
Avg account
$781K
Accounts
105
Employees
1
Advisory reps
1

Firm details

Headquarters
PHOENIX, Arizona
CRD number
155802
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Percentage of AUM
Client types
  • HNWI94.31%
  • Individuals4.34%
  • Charitable Organizations1.35%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Tehrani Wealth Management, LLC is an independent registered investment advisor focused on providing portfolio management services primarily for individual and family clients, as well as institutional clients. The firm operates as a limited liability company and is owned by an individual. Tehrani Wealth Management does not classify itself as a capital allocator and does not engage in pension consulting or related advisory activities. The firm's fee structure is based on a percentage of assets under management, aligning its interests with those of its clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Non-Exchange Traded Equities 60%, Exchange Traded Equities 30%, Cash & Cash Equivalents 7%, US Government Bonds 3%60%
  • Non-Exchange Traded Equities60%
  • Exchange Traded Equities30%
  • Cash & Cash Equivalents7%
  • US Government Bonds3%

Owners & executives

1 of 1
  • SHAWN TEHRANI

    Managing Member And Chief Compliance OfficerCRD 1449360

Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

PHOENIX, AZ

MARICOPA

Location

PHOENIX, AZ

Headquartered in PHOENIX, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.

Metro area
Phoenix-Mesa, AZ
Region
West
County
MARICOPA
Address
4742 N 24th St
Time zone
MT (UTC-7)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth