# Zaheer Poptani

> Zaheer Poptani is a fee-only financial advisor at Asempa Wealth Advisors in Baton Rouge, Louisiana. Zaheer focuses on founders (pre-exit), equity compensation and physicians & residents. Asempa Wealth Advisors reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/zaheer-poptani/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Asempa Wealth Advisors
- **Based in:** Baton Rouge, Louisiana
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $246.0M across 88 accounts
- **Specialties:** Founders (pre-exit), Equity compensation, Physicians & residents, Family wealth transfer
- **Works with:** Founders, Executives, Physicians, Retirees, Multi-generational families
- **CRD:** 4325262 (https://adviserinfo.sec.gov/individual/summary/4325262)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 66 (2005)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://www.asempawealth.com

## Frequently asked questions

### Is Zaheer Poptani a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Zaheer holds no broker registration, and Asempa Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Zaheer charge for financial advice?

Zaheer's firm, Asempa Wealth Advisors, reports charging a percentage of assets on its SEC Form ADV.

### Where is Zaheer Poptani based?

Zaheer Poptani is based in Baton Rouge, Louisiana.

### What does Zaheer specialize in?

Zaheer's specialties include founders (pre-exit), equity compensation, physicians & residents and family wealth transfer. Zaheer works with founders, executives, physicians, retirees and multi-generational families.

### Is Zaheer Poptani registered with the SEC?

Yes. Zaheer Poptani is registered as an investment adviser representative in TX (CRD 4325262), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Asempa Wealth Advisors manage?

Asempa Wealth Advisors reports $246.0M across 88 accounts in assets under management.

### How do I contact Zaheer Poptani?

Through Zaheer's website, www.asempawealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4325262): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://asempawealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.