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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

NEIL JESANI WEALTH MANAGEMENT

NEIL JESANI WEALTH MANAGEMENT, LLC, CRD 322345

SUNRISE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c858f92a-5f03-2638-18ea-930a66392cff

Data as of Aug 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 12
Dated events: 5
On other graphs: 0
Observed: Dec 10, 2024 to Aug 18, 2026
9 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=0.78 fund_share=0.0 institutional_share=0.12 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $194MItem 5.F on the latest filing (2026-08-18); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $194M
Private client RAUM: $152MderivedItem 5.D individuals plus high net worth individuals
Private client share: 78%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 6
RAUM per advisor: $32.4Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 13
Advisory employees: 7
Offices: 3Schedule D 1.F, beyond the principal office
Accounts: 195
High net worth clients: 74
SEC number: 801-131785
CRD: 322345
Filings on the tape: 9
First filed: Dec 10, 2024
Latest filed: Aug 18, 2026
Organised: Limited Liability Company, FL

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
ANDREW J CONSTANTINIDES	Certified Financial Planner	Delray Beach, FL \| SUNRISE, FL	4	17	3	no
NURDIN HASAMBHAI JESANI	Certified Financial Planner	SUNRISE, FL	3	24	n/a	no
JAMES VINCENT DEBEVEC	Chartered Financial Analyst	SUNRISE, FL	2	25	n/a	no
SIDDHARTH SINHA	Chartered Financial Analyst	MINNEAPOLIS, MN \| SUNRISE, FL	0	14	n/a	no
MATTHEW THOMAS BOSWELL	n/a	SUNRISE, FL	0	20	4	no
DERRICK KYLE HOBBS	n/a	ORLANDO, FL \| SUNRISE, FL	0	17	7	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
JESANI, NURDIN, HASAMBHAI	PRESIDENT, TREASURER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER	E	yes	06/2022	Dec 10, 2024	Dec 17, 2024
BHAIDANI, SHALIMA, SADRUDIN	Secretary	Na	no	06/2022	Dec 10, 2024	Dec 17, 2024

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
NEIL JESANI ADVISORS, INC.	n/a	n/a	n/a	N	yes	n/a

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 2 of 3

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 28, 2026	$194M	$194M	12	5	3	n/a	n/a
2024	Apr 10, 2025	$126M	$126M	6	3	0	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	1	1	16.7%	2	1	0	3	1

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$194M	$126M	54.2%	n/a	n/a	13	6	3	0

Relationships

Registered with (10)

← DERRICK KYLE HOBBSAdvisorregistration: current employment
Aug 24, 2026 to presentfactForm ADV
← MATTHEW THOMAS BOSWELLAdvisorregistration: current employment
Aug 13, 2026 to presentfactForm ADV
← SIDDHARTH SINHAAdvisorregistration: current employment
Feb 24, 2026 to presentfactForm ADV
← JAMES VINCENT DEBEVECAdvisorregistration: current employment
May 27, 2024 to presentfactForm ADV
← NURDIN HASAMBHAI JESANIAdvisorregistration: current employment
Mar 6, 2023 to presentfactForm ADV
← ANDREW J CONSTANTINIDESAdvisorregistration: current employment
Aug 29, 2022 to presentfactForm ADV
← BRANDON SCOTT JUDASAdvisorregistration: previous registration
Nov 7, 2024 to Aug 11, 2026factForm ADV
← MICHAEL ANTHONY CABRAL FOULKESAdvisorregistration: previous registration
Feb 14, 2023 to Aug 21, 2023factForm ADV
← CHRISTOPHER ROSEAdvisorregistration: previous registration
Apr 14, 2023 to Aug 8, 2023factForm ADV
← Jacob McCueAdvisorregistration: previous registration
Mar 24, 2023 to Aug 8, 2023factForm ADV

Controls (1)

← JESANI, NURDIN, HASAMBHAIOwnerPRESIDENT, TREASURER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER, ownership code E, individual
Dec 10, 2024 to Dec 17, 2024factForm ADV

Owns (1)

← BHAIDANI, SHALIMA, SADRUDINOwnerSECRETARY, ownership code NA, individual
Dec 10, 2024 to Dec 17, 2024factForm ADV

Dated events

Occurred
Aug 11, 2026
Advisor changed firm
Brandon Scott Judas left Neil Jesani Wealth Management for Singer Wealth Advisors Llc (registered 2026-08-20)
Form ADVobserved 5 days ago
Occurred
Dec 10, 2024
First Form ADV filing
Neil Jesani Wealth Management filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago
Occurred
Aug 21, 2023
Advisor changed firm
Michael Anthony Cabral Foulkes left Neil Jesani Wealth Management for Mariner (registered 2024-03-06)
Form ADVobserved 5 days ago
Occurred
Aug 8, 2023
Advisor changed firm
Jacob Mccue left Neil Jesani Wealth Management for Thrivent Investment Management Inc. (registered 2023-11-06)
Form ADVobserved 5 days ago
Occurred
Aug 8, 2023
Advisor changed firm
Christopher Rose left Neil Jesani Wealth Management for Pruco Securities, Llc (registered 2024-05-10)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:c858f92a-5f03-2638-18ea-930a66392cff
First observed: Dec 10, 2024
Last observed: Aug 18, 2026 33 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

NEIL JESANI WEALTH MANAGEMENT

NEIL JESANI WEALTH MANAGEMENT, LLC, CRD 322345

SUNRISE, FL

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:c858f92a-5f03-2638-18ea-930a66392cff

Data as of Aug 18, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:19 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

ANDREW J CONSTANTINIDES

Certified Financial Planner

Delray Beach, FL | SUNRISE, FL

NURDIN HASAMBHAI JESANI

Certified Financial Planner

SUNRISE, FL

n/a

JAMES VINCENT DEBEVEC

Chartered Financial Analyst

SUNRISE, FL

n/a

SIDDHARTH SINHA

Chartered Financial Analyst

MINNEAPOLIS, MN | SUNRISE, FL

n/a

MATTHEW THOMAS BOSWELL

n/a

SUNRISE, FL

DERRICK KYLE HOBBS

n/a

ORLANDO, FL | SUNRISE, FL

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

JESANI, NURDIN, HASAMBHAI

PRESIDENT, TREASURER, MANAGING MEMBER, AND CHIEF COMPLIANCE OFFICER

yes

06/2022

Dec 10, 2024

Dec 17, 2024

BHAIDANI, SHALIMA, SADRUDIN

Secretary

06/2022

Dec 10, 2024

Dec 17, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

NEIL JESANI ADVISORS, INC.

n/a

yes

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 28, 2026

$194M

n/a

2024

Apr 10, 2025

$126M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

16.7%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$194M

$126M

54.2%

n/a