Tehrani Wealth Management

Tehrani Wealth Management does not publicly name its principals or investment committee members. The firm is registered as an RIA, so key decision-makers would be listed on its Form ADV filing with the SEC or state regulator, though that document is not publicly cited in available sources.

Publicly available information does not describe proprietary deal sourcing for this firm. As a multi-family office RIA, it likely relies on traditional investment vehicles — mutual funds, ETFs, separately managed accounts — rather than direct private market acquisitions or exclusive deal partnerships.

The firm's name and registration indicate it functions as a registered investment advisor (RIA), serving multiple clients. This structure renders it a multi-family office rather than a single-family office, with fiduciary obligations to all clients under securities regulations.

The firm does not disclose a specific investment stage focus. Given its RIA structure, it likely targets liquid public market securities — equities, fixed income, and mutual funds — for client portfolios, with possible allocations to alternative assets as tailored per client preference.

The firm has not publicly stated any sector exclusions. Client-specific values-based or ESG screens would be managed on a discretionary basis rather than disclosed as firm-wide policy.