Data / Investment advisers / Florida / Neil Jesani Wealth Management
Neil Jesani Wealth Management, Sunrise, FL: $194 million AUM, SEC registered investment adviser
Updated November 7, 2026. Source: the SEC's Form ADV data files for investment advisers.
Neil Jesani Wealth Management is an SEC registered investment adviser with its main office in Sunrise, Florida and reports $194 million in regulatory assets under management in its Form ADV filed August 18, 2026. Its clients include high net worth individuals, corporations and other businesses and charitable organizations. It is paid through a percentage of assets under management and hourly charges.
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- Registration
- SEC registered investment adviser
- CRD number
- 322345
- SEC file number
- 801-131785
- SEC status
- Approved, effective January 10, 2025
- Legal name
- Neil Jesani Wealth Management, LLC
- Main office
- 1301 International Parkway Suite 550, Sunrise, FL 33323
- Phone
- (954) 800-0460
- Regulatory AUM
- $194,218,472 in the Form ADV filed August 18, 2026
- Discretionary AUM
- $194,218,472
- Accounts
- 195
- Employees
- 13, of which 7 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges
- Other offices
- 3
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- August 18, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 74 | $152.3 million |
| Corporations or other businesses | 6 | $19.3 million |
| Charitable organizations | 5 | $12.3 million |
| Insurance companies | Fewer than 5 | $6.7 million |
| Pension and profit sharing plans | 10 | $3.6 million |
| Individuals (other than high net worth individuals) | Fewer than 5 | $82,873 |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| April 1, 2026 | $194.2 million | March 28, 2026 |
| December 1, 2025 | $125.9 million | November 10, 2025 |
Other advisers in Florida
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Ciccarelli Advisory Services Inc | Naples | $1.59 billion | Not listed | adviserinfo.sec.gov |
| Locust Point Capital | Miami | $1.58 billion | 4 | adviserinfo.sec.gov |
| Credicorp Capital Advisors LLC | Miami | $1.58 billion | Not listed | adviserinfo.sec.gov |
| Calton & Associates, Inc. | Tampa | $1.58 billion | Not listed | adviserinfo.sec.gov |
| Evertern Wealth, LLC | Naples | $1.56 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Florida
- Advisers with $100 million to $500 million in AUM
- Advisers serving high net worth individuals
- Advisers serving corporations and other businesses
- Neil Jesani Wealth Management on the SEC's adviser search
Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.