DESAI WEALTH LLC

Overview

Desai Wealth LLC is a small, privately held advisory firm organized as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses, with additional pension consulting work. The firm reports an explicit preference for equity allocations and identifies as an active ESG investor, which suggests environmental, social and governance factors are integrated into security selection and portfolio construction. Fee arrangements are flexible and include a percentage of assets under management, hourly and fixed-fee engagements, and the option for performance-based fees depending on client arrangements. With a narrow asset base, the firm appears to run concentrated, equity-centric strategies, using exchange-traded equities and pooled vehicles as primary building blocks. The advisory services offered imply a hands-on approach for smaller client relationships and plan-level consulting, rather than broad institutional asset-raising.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices