Lilani Wealth Management
Lilani Wealth Management (CRD# 143125) is a financial advisory firm headquartered in Roseville, CA. They manage $15,635,645 in 141 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management16MILLION
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Total Number of Accounts141ACCOUNTS
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Average Account Value$110,891
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters
Types of Clients
Registered States

Registered Investment Advisor
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Lilani Wealth Management
No Advisor Found.
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