MASANI WEALTH MANAGEMENT, LLC

MASANI WEALTH MANAGEMENT, LLC is an SEC-registered investment adviser (CRD 169666). Regulatory assets under management: $57.1M.

Registration

• CRD: 169666
• Type: Registered investment adviser
• Phone: 484-887-8011
• Latest filing: 2026-02-09
• Regulatory AUM: $57.1M
• Discretionary AUM: $57.1M
• Clients: 1
• Accounts: 217

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 169666 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search