DESAI WEALTH LLC

DESAI WEALTH LLC of CAMPBELL, CA is an SEC-registered investment adviser (CRD 335226). Regulatory assets under management: $1.0M.

Registration

• CRD: 335226
• Type: Registered investment adviser
• Location: 307 ORCHARD CITY DRIVE, SUITE 116, CAMPBELL, CA, 95008
• Phone: 408-320-9789
• Latest filing: 2026-07-16
• Regulatory AUM: $1.0M
• Discretionary AUM: $1.0M
• Clients: 1
• Accounts: 2

Business model

Compensation: % of AUM, Hourly, Fixed, Performance.

Clients served: Individuals, High net worth, Pensions.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335226 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search