# DESAI WEALTH LLC

DESAI WEALTH LLC of CAMPBELL, CA is an SEC-registered investment adviser.

## Registration

- CRD: 335226
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/335226/brochure
- Similar advisers: https://search.stillhousedata.com/firm/335226/similar
- Related entities: https://search.stillhousedata.com/firm/335226/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/335226

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.