Masani Wealth Management, LLC

Masani Wealth Management, LLC (CRD# 169666) is a financial advisory firm headquartered in , . They manage $40,800,000 in 209 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    209
    ACCOUNTS
  • Average Account Value
    $195,215
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ, PA, TX

Financial Advisors at Masani Wealth Management, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Adil Masani, financial advisor West Chester PA
Adil R. Masani
CRD#: 2225799
West Chester, PA

Adil Masani (CRD# 2225799) is an Investment Advisor Representative working at Masani Wealth Management, LLC in West Chester, PA and has over 31 years of experience in the finance industry.

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.

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