Desai Wealth LLC

Overview

Desai Wealth LLC is a California-based, owner-managed limited liability company that provides advisory services to individuals and small businesses. The firm lists financial planning, portfolio management for individuals and small businesses, and pension consulting services among its advisory activities. It charges a mix of fee types — percentage of assets under management, hourly, fixed fees, and performance-based fees — and identifies itself as an active ESG investor, which suggests environmental, social, or governance considerations are incorporated into manager or security selection.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices