NEIL JESANI WEALTH MANAGEMENT, LLC
Legal name: NEIL JESANI WEALTH MANAGEMENT
CRD #322345 SEC #801-131785 SUNRISE, FL (954) 800-0460
SEC Registered
Total AUM
$125.9M
Discretionary
$125.9M
Employees
7
Clients
51
Accounts
197
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $125.9M | $125.9M | $0 | 7 | 0 |
| Dec 2025 | $125.9M | $125.9M | $0 | 6 | 0 |
| Nov 2025 | $125.9M | $125.9M | $0 | 6 | 0 |
| Oct 2025 | $125.9M | $125.9M | $0 | 6 | 0 |
| Apr 2025 | $125.9M | $125.9M | $0 | 6 | 0 |
| Mar 2025 | $125.9M | $125.9M | $0 | 6 | 0 |
| Jan 2025 | $102.5M | $102.5M | $0 | 5 | 0 |
| Dec 2024 | $102.5M | $102.5M | $0 | 5 | 0 |
| Dec 2024 | $102.5M | $102.5M | $0 | 5 | 0 |
DateDec 2025
Total AUM$125.9M
Discretionary$125.9M
Non-Disc.$0
Employees7
Clients0
DateDec 2025
Total AUM$125.9M
Discretionary$125.9M
Non-Disc.$0
Employees6
Clients0
DateNov 2025
Total AUM$125.9M
Discretionary$125.9M
Non-Disc.$0
Employees6
Clients0
DateOct 2025
Total AUM$125.9M
Discretionary$125.9M
Non-Disc.$0
Employees6
Clients0
DateApr 2025
Total AUM$125.9M
Discretionary$125.9M
Non-Disc.$0
Employees6
Clients0
DateMar 2025
Total AUM$125.9M
Discretionary$125.9M
Non-Disc.$0
Employees6
Clients0
DateJan 2025
Total AUM$102.5M
Discretionary$102.5M
Non-Disc.$0
Employees5
Clients0
DateDec 2024
Total AUM$102.5M
Discretionary$102.5M
Non-Disc.$0
Employees5
Clients0
DateDec 2024
Total AUM$102.5M
Discretionary$102.5M
Non-Disc.$0
Employees5
Clients0