Zaheer Poptani
Asempa Wealth Advisors · Baton Rouge, Louisiana
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.
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Specialties
Who they serve
- Founders
- Executives
- Physicians
- Retirees
- Multi-generational families
Facts
| Firm | Asempa Wealth Advisors |
|---|---|
| Based in | Baton Rouge, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $246.0M across 88 accounts |
| SEC registration | Investment adviser representative in TX · CRD 4325262 |
| Exams passed | Series 66 (2005) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.asempawealth.com |
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Questions about Zaheer
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Asempa Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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