A complete list of active advisors currently associated with Tehrani Wealth Management, LLC

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

Tehrani Wealth Management provides comprehensive portfolio management and financial planning to individuals, high-net-worth clients, trusts, estates and charitable organizations. The firm manages client accounts using exchange-traded funds, mutual funds, individual stocks and bonds and tailors advice to each client’s financial situation. The adviser delivers individualized, typically non-discretionary advice and reviews client accounts at least quarterly, rebalancing or adjusting portfolios as circumstances change; the firm generally does not permit client-imposed investment restrictions. Investment methods include charting, fundamental, technical and cyclical analysis, and the firm’s strategies may involve margin transactions and options writing, including covered and uncovered options. Distinctive features include that $81,963,862 of the firm’s assets are managed on a non-discretionary basis, an arrangement that is uncommon among similar independent advisers, and the firm’s use of borrowing in separately managed accounts. The firm also lists charitable organizations among its client types and maintains written policies such as a Code of Ethics and pre‑clearing for personal trades; it does not routinely provide written account reports unless a client requests them.

To learn more about the advisors currently working at Tehrani Wealth Management, 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.