Advisor at Qubera Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Qubera Wealth Management
Location
Pasadena, CA 91101
Credentials
Series 65
Industry experience
13 years
Nirav Desai is the sole advisor at Qubera Wealth Management, an independent registered investment adviser based in Pasadena, CA. He holds a Series 65 designation and has 13 years of industry experience, including prior work at Conversant / ADS Inc. Outside of his advisory role, Desai manages a small portfolio of investment properties in Indiana and California. Qubera Wealth Management serves individuals, high-net-worth clients, retirement plans, investment companies, and corporate clients. The firm focuses on strategic asset allocation using Modern Portfolio Theory, primarily employing low-cost index funds and selected individual securities, with global diversification and ongoing portfolio monitoring.
Based on Qubera Wealth Management
Based on Qubera Wealth Management
From $750 to $50,000
$0 - $500,000: 1.25% $500,000 - $1,000,000: 1.00% $1,000,000 - $5,000,000: 0.75% $5,000,000+: 0.50%
Up to $350 per hour
Account minimum: $100,000
225 S. Lake Ave., Suite 300
Pasadena, CA 91101
California · Florida · Texas
Qubera Wealth Management Inc
2012 - Present (14 years)
Conversant / ADS Inc
2011 - 2020 (9 years)
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