Desai Wealth LLC
Firm details
- Headquarters
- Campbell, California
- CRD number
- 335226
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees, Performance Based Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsPension Consulting
Firm profile
FINTRXOverview
Desai Wealth LLC is a California-based limited liability company that offers advisory services to individual and small-business clients. The firm provides financial planning, portfolio management for individuals and small businesses, and pension consulting services. Ownership is listed as individual, and the firm describes itself as an active ESG investor. Its fee arrangements are varied and include a percentage of assets under management, hourly and fixed fees, and performance-based fees.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities70%
- Cash & Cash Equivalents20%
- Derivatives10%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Campbell, CA
Santa Clara
Location
Campbell, CA
Headquartered in Campbell, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 307 Orchard City Dr
- Time zone
- PT (UTC-8)
- Office locations
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