RIA Intel›Advisers›Pennsylvania›MASANI WEALTH MANAGEMENT, LLC

MASANI WEALTH MANAGEMENT, LLC

Advisory

PA

Data as of Feb 9, 2026 · Source: SEC Form ADV

Rank in PA

#1,010

of 1,528 advisers by AUM

Average account

$263K

across 217 accounts

AUM per adviser

$57M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 9, 2026.

Total AUM

$57M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$57M

Discretionary AUM$57M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients61

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InNJ, PA, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

61 clients

25 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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