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NEIL JESANI WEALTH MANAGEMENT
Legal name: NEIL JESANI WEALTH MANAGEMENT, LLC
CRD 322345File 801-131785
APPROVED
Retail clients
Filing as of Aug 18, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$194.2M
Below cohort median (national)
Discretionary AUM
$194.2M
Clients
95
195 accounts
Employees
13
Below cohort median in FL
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- MIRO
- Registration date
- Jan 10, 2025
- Principal office
- 1301 INTERNATIONAL PARKWAY, SUITE 550, SUNRISE, FL, 33323
- Phone
- (954) 800-0460
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $194.2M
- Discretionary AUM
- $194.2M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 195
- Non-discretionary accounts
- 0
- Total accounts
- 195
- AUM per client
- $2.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 6 | $19.3M |
| Insurance companies | Fewer than 5 | $6.7M |
| Charitable organizations | 5 | $12.3M |
| High net worth individuals | 74 | $152.3M |
| Pension and profit sharing plans | 10 | $3.6M |
| Individuals (other than high net worth individuals) | Fewer than 5 | $83K |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Employees | 12 | 13 | increased by1 |
| Apr 1, 2026 | Employees | 7 | 12 | increased by5 |
| Apr 1, 2026 | Clients | 69 | 95 | increased by26 |
| Apr 1, 2026 | AUM | $125,925,574 | $194,218,472 | increased by$68,292,898 |
| Apr 1, 2026 | Accounts | 197 | 195 | decreased by2 |
| Jan 1, 2026 | Employees | 6 | 7 | increased by1 |
| May 1, 2025 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “NEIL JESANI” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“NEIL JESANI” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.