NEIL JESANI WEALTH MANAGEMENT

Legal name: NEIL JESANI WEALTH MANAGEMENT, LLC

CRD 322345File 801-131785

APPROVED

Retail clients

Filing as of Aug 11, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$194.2M

Below cohort median (national)

Discretionary AUM

$194.2M

Clients

195 accounts

Employees

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
Website: https://www.facebook.com/NeilJesaniWM/?paipv=0&eav=AfbfI01U9txH_2foEUWtZhV_mSY7NT5MnjYlX3vkixnGcA-jxF5eVYzcHNIO_IRQlCo&_rdr

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, 5G

Compensation

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 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

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.