# Neil Jesani Wealth Management

> Neil Jesani Wealth Management is an SEC-registered investment advisory firm in Sunrise, FL, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 18, 2026.

- CRD: 322345
- Filed as: NEIL JESANI WEALTH MANAGEMENT
- Legal name: Neil Jesani Wealth Management, LLC
- Also doing business as: NEIL JESANI WEALTH
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Sunrise, FL
- Filing period: October 2026
- Form ADV filing dated: August 18, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/322345
- AdvisorCensus page: https://advisorcensus.com/firm/neil-jesani-wealth-management-sunrise-fl-322345

## Quick answers

**How is Neil Jesani Wealth Management compensated?**
On its Form ADV (Item 5.E, October 2026), Neil Jesani Wealth Management reports these compensation arrangements: a percentage of assets under its management; hourly charges.

**Where is Neil Jesani Wealth Management located?**
Neil Jesani Wealth Management's principal office is in Sunrise, FL, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Neil Jesani Wealth Management registered with the SEC or a state?**
Neil Jesani Wealth Management is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 322345.

**How much does Neil Jesani Wealth Management manage?**
Neil Jesani Wealth Management reports $194,218,472 in regulatory assets under management in its Form ADV filing dated August 18, 2026 (100% discretionary).

**How have Neil Jesani Wealth Management's assets and staff changed since 2025?**
In the Form ADV data for Neil Jesani Wealth Management: Regulatory assets under management: $125,925,574 in the October 2025 data and $194,218,472 in the October 2026 data, up 54%. Total employees: 6 in October 2025 and 13 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Neil Jesani Wealth Management serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (74); pension and profit sharing plans (but not the plan participants or government pension plans) (10); corporations or other businesses not listed above (6).

**Which custodians does Neil Jesani Wealth Management use?**
Neil Jesani Wealth Management's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Neil Jesani Wealth Management report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/322345

**Does Neil Jesani Wealth Management state an account minimum?**
Its Form ADV Part 2A brochure dated August 11, 2026 says: "The Advisor’s cumulative minimum account requirement for opening and maintaining an account is $500,000. However, based on facts and circumstances the Advisor may, at its sole discretion, accept accounts with a lower value."

**What changed in Neil Jesani Wealth Management's recent Form ADV filings?**
In the September 2026 filing data: Employees performing advisory functions went from 6 to 7. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges

### Fees and minimums (Form ADV Part 2A brochure dated August 11, 2026)

- Account minimum: $500,000 (the brochure says it may be waived or negotiated)

> The Advisor’s cumulative minimum account requirement for opening and maintaining an account is $500,000. However, based on facts and circumstances the Advisor may, at its sole discretion, accept accounts with a lower value.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $194,218,472
- Discretionary: $194,218,472
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $82,873 |
| High net worth individuals | 74 | $152,268,626 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 10 | $3,600,177 |
| Charitable organizations | 5 | $12,265,001 |
| Insurance companies | Fewer than 5 | $6,669,750 |
| Corporations or other businesses not listed above | 6 | $19,332,045 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients

### Firm details
- Registered since: 2025 (1 year)
- Employees: 13 total, 7 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, GA, IL, LA, MN, NJ, NY, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Delray Beach, FL

### Websites listed on Form ADV (Item 1.I)
- neiljesaniwealth.com/home55918658
- Facebook @NeilJesaniWM
- Instagram @neiljesaniwealth
- LinkedIn @neil-jesani-wealth
- TikTok @neiljesaniwealth
- YouTube @neiljesaniwealthmanagement2878

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $125,925,574 | 6 | April 10, 2025 |
| October 2026 | $194,218,472 | 13 | August 18, 2026 |

Regulatory assets under management: $125,925,574 in the October 2025 data and $194,218,472 in the October 2026 data, up 54%.
Total employees: 6 in October 2025 and 13 in October 2026.

## Changes in the filing (last 12 months)

### September 2026
- Employees performing advisory functions went from 6 to 7.
- Updated its list of owners and control persons (Schedule A).

### June 2026
- Employees performing advisory functions went from 5 to 6.

### April 2026
- Regulatory assets under management went from $125,925,574 to $194,218,472 (+54%).
- Employees performing advisory functions went from 4 to 5.
- Added an office in Delray Beach, FL.
- Registered or notice-filed in NY.

### January 2026
- Employees performing advisory functions went from 3 to 4.
- Registered or notice-filed in MN.
- No longer registered or notice-filed in WA.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Neil Jesani Wealth Management (CRD 322345): Form ADV filing data as of October 2026.