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

1624 Santa Clara Drive, Suite 235, Roseville, CA 95661

http://www.lilaniwealthmanagement.com

By the Numbers

Total Assets Under Management

16

MILLION
Total Number of Accounts

141

ACCOUNTS
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.

Financial Advisors at Lilani Wealth Management

No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.

Request Proposals