M
Masani Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$50,900,000
This total excludes 2 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
59
42% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
59
HighAverage account size
$862,712
About
Masani Wealth Management is an independent advisory firm that provides personalized financial planning and discretionary investment management to individuals, business owners and, unusually for its peer group, charitable organizations. The firm manages about $57.1 million in client assets across a limited number of household accounts and structures advice around each client’s stated objectives.
The firm integrates ongoing portfolio management with broader planning services that include cash flow, tax, retirement and estate planning, documenting client goals through Investment Policy Statements and risk-tolerance assessments. With client authorization the adviser implements discretionary trades and employs fundamental, technical and cyclical analysis (and may use option strategies) while performing portfolio monitoring and quarterly reviews.
Notable distinctions in the brochure include an affiliated insurance practice: the managing member is an independent insurance agent who may offer insurance products and receive commissions, a relationship the firm discloses and manages through procedures and fiduciary obligations. The firm also highlights its work with charitable organizations and states that the managing member directly supervises all advice and client reviews, rather than delegating supervision to additional advisory staff.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General retirement planning
General tax planning
General estate planning guidance
Occupation focus
Founder/Business Owner
Retired
Fee options
Fixed fees are reported in SEC Part 1; specific amounts not disclosed in brochure.
$0 - $500,000: 1.50% annually $500,001 - $1,000,000: 1.25% annually $1,000,001+: 1.00% annually
Account minimum: $250,000
Main office location
Masani Wealth Management, LLC
West Chester PA, United States
Number of offices
1
Most active in
Masani Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
New Jersey · Pennsylvania · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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