A complete list of active advisors currently associated with Desai Wealth LLC

Warmer can help you find a great advisor at Desai Wealth LLC or one who fits your needs even better.

Desai Wealth serves individuals, high‑net‑worth clients, endowments and foundations, and state or municipal government entities. The firm offers discretionary investment management and retirement plan advisory services, including serving as a 3(38) fiduciary to retirement plans and assisting plan sponsors with vendor analysis, IPS design, benchmarking and participant education. The firm constructs customized portfolios that emphasize individual equities and may incorporate ETFs and low‑cost mutual funds, including ESG strategies, using fundamental analysis and a generally long‑term orientation while permitting shorter holdings for rebalancing or cash needs. Clients work with the advisor to define objectives, risk tolerance and reasonable investment restrictions, and portfolios are monitored continuously with formal reviews at least annually. Compared with many independent, solo advisors, the firm’s provision of ERISA retirement plan consulting and 3(38) plan services is an uncommon offering for its peer group. The advisor typically targets larger relationships (a stated $3 million relationship size, waivable at the advisor’s discretion), is newly established, and operates with an institutional custody relationship that provides technology and operational support; the firm’s principal also maintains a part‑time role outside the advisory business.

To learn more about the advisors currently working at Desai Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Vaishali Desai	Campbell, CA	1

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