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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Prime atlasZenith
- Established Date
- 02-09-2021
- Office Locations
- 1
Office Locations
About Inaeya Wealth Management LLC
Inaeya Wealth Management constructs pre-screened, risk-profiled portfolios across multiple asset classes, with client assets custodied at Charles Schwab. The firm uses explicit ethical/faith-based screens (e.g., excluding riba/interest, gambling, intoxicants and other restricted industries, plus limits on interest income, debt and receivables) and positions fees as comparable to active ETFs. Serves individual, retirement, trust and family office accounts.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Mohammed Aslam Merchant
Chief Compliance Officer, Founder, Principal
- CRD
- #7335409
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $30,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $30,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $30,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $8,666,318,053 | 100.0% |
| Total | $8,666,318,053 | 100.0% |