Eslami & Co Wealth Management, LLC
RIAState Registered
Total AUM
$10.7M
Discretionary
$10.7M
100% of AUM
Avg account
$160K
Accounts
67
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 335489
- Website
- eslami.co
- Custodians
- ALTRUIST FINANCIAL LLC, CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI76.77%
- Individuals23.23%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Eslami & Co Wealth Management, LLC is an independent, New York–registered advisory firm organized as an LLC and owned by an individual principal. The firm focuses on serving individual and family clients, offering financial planning, portfolio management for individuals and small businesses, and selection of outside advisers. Compensation mixes asset‑based fees with hourly and fixed-fee arrangements. The firm identifies itself as a capital allocator and does not emphasize ESG investing.
Assets & Accounts
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
- Public Funds/Mutual Funds75%
- Exchange Traded Equities19%
- Cash & Cash Equivalents5%
- US Government Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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