Eslami & Co Wealth Management, LLC
Firm details
- Headquarters
- ,
- CRD number
- 335489
- Custodians
- ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals72.08%
- HNWI27.92%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Eslami & Co Wealth Management, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm serves individual and family clients, positioning itself as a capital allocator that combines financial planning with discretionary portfolio management for individuals and small businesses. Core services include financial planning, portfolio management, and selection of third‑party advisers. Its billing mixes percentage‑of‑AUM fees with hourly and fixed‑fee arrangements. The firm does not identify as an active ESG investor and is not documented as a multi‑state adviser.
Assets & Accounts
Investments & Alternatives
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
- Public Funds/Mutual Funds93%
- Cash & Cash Equivalents7%
Contacts
1 of 1
Cyrus Eslami
FounderCRD 6086601
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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