# Tehrani Wealth Management, LLC

> Tehrani Wealth Management, LLC is a state-registered investment advisory firm in Phoenix, AZ, registered since 2012, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 22, 2025.

- CRD: 155802
- Filed as: TEHRANI WEALTH MANAGEMENT, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Phoenix, AZ
- Filing period: October 2026
- Form ADV filing dated: July 22, 2025
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/155802
- AdvisorCensus page: https://advisorcensus.com/firm/tehrani-wealth-management-llc-phoenix-az-155802

## Quick answers

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

**Where is Tehrani Wealth Management, LLC located?**
Tehrani Wealth Management, LLC's principal office is in Phoenix, AZ, according to its Form ADV.

**Is Tehrani Wealth Management, LLC registered with the SEC or a state?**
Tehrani Wealth Management, LLC is a state-registered investment advisory firm, registered since 2012. Status as filed: APPROVED. CRD 155802.

**How much does Tehrani Wealth Management, LLC manage?**
Tehrani Wealth Management, LLC reports $81,963,862 in regulatory assets under management in its Form ADV filing dated July 22, 2025 (0% discretionary).

**What types of clients does Tehrani Wealth Management, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (12); individuals (other than high net worth individuals) (10); charitable organizations (1).

**Does Tehrani Wealth Management, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/155802

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $81,963,862
- Discretionary: $0
- Non-discretionary: $81,963,862

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $3,557,231 |
| High net worth individuals | 12 | $77,300,119 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $1,106,512 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2012 (14 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Tehrani Wealth Management, LLC (CRD 155802): Form ADV filing data as of October 2026.