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- Custodian
- Assetmark
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-31-2022
- Office Locations
- 1
Office Locations
About AA Wealth Strategies LLC
AA Wealth Strategies / AA CPA Tax Strategies is an Austin-based CPA-led practice delivering proactive tax planning and compliance alongside financial planning and business advisory (virtual CFO, franchise consulting, turnaround support). It serves professionals, medical and service firms, entrepreneurs, nonprofits, and manufacturers, including businesses with Latin America/Asia operations. Investment approach emphasizes asset allocation using public funds, ETFs, and fixed income; custodied via AssetMark.
Team overview
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Custodian
Investment Themes
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Owner & Executives
Arif Madad Ali
Chief Compliance Officer, Managing Member
- CRD
- #6416987
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $31,346,077 | -- |
| Non-Discretionary | $0 | -- |
| Total | $31,346,077 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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