Vaishali Desai

Employer firm

Desai Wealth LLC CRD 335226

$1.00M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers

Desai Wealth Llc

307 Orchard City Drive, Suite 116 Suite 116, Campbell, CA 95008 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-05-09

CA RA
APPROVED

Since 2025-05-09

Branch Locations

307 Orchard City Drive, Suite 116 Suite 116, Campbell, CA 95008 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Desai Wealth Llc	San Jose	CA	03/2025	Present
Desai Group Llc	San Jose	CA	03/2021	03/2025
Genentech	San Francisco	CA	10/2017	06/2018
Emarketingoperations	San Jose	CA	08/2016	10/2017
Unemployed	San Jose	CA	07/2018	02/2021

03/2025 → Present

Desai Wealth Llc

San Jose, CA
03/2021 → 03/2025

Desai Group Llc

San Jose, CA
10/2017 → 06/2018

Genentech

San Francisco, CA
08/2016 → 10/2017

Emarketingoperations

San Jose, CA
07/2018 → 02/2021

Unemployed

San Jose, CA

Other Businesses

1) LA Fitness; Not investment-related; 3267 Michelson Dr., Irvine, CA 92718; Pilates instructor; Teach pilates for compensation; Start date: 01/2025; Approx. 5% of time during the month.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-12-02

S65 Uniform Investment Adviser Law Examination

2024-12-02

View on SEC IAPD