Lasani Wealth Management

Lasani Wealth Management is a newly formed registered investment adviser that provides portfolio management and general financial planning to individuals and families. The firm charges asset-based advisory fees and offers risk-based model portfolios as well as custom portfolios using ETFs, mutual funds, individual stocks and bonds.

The firm’s investment process combines fundamental and technical research, quantitative screening, and AI-assisted analytical tools to construct and monitor model portfolios, and clients are typically assigned to a model that matches their risk profile. Portfolio reviews are conducted on an ongoing basis with at least an annual formal review, and the firm provides dynamic written reports and dashboard summaries that supplement custodian statements.

Noteworthy aspects include that the firm began operations recently and currently reports no assets under management or clients, and the firm’s principal has outside roles — including a minority ownership interest in an institutional advisory technology provider and a full‑time technology consulting role — that can create potential conflicts the firm manages through separation, disclosure, and arm’s-length licensing arrangements. The firm also requires discretionary accounts to be custodied at a single platform the adviser has built its operational model around and discloses specific AI, model, and cybersecurity risks associated with its tools and reporting.