$4.5M Total AUM
$4.5M Disc. AUM
-- 3Y CAGR
1 Employees
13 ADV. Clients
3 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 04-01-2023
- Office Locations
- 1
Office Locations
-- Leesburg VA
About Noorvest LLC
NoorVest is a values-based RIA focused on halal investing, providing holistic financial planning and professionally managed custom-index portfolios with tax-efficient transitions, tax-loss harvesting, and rebalancing. It uses flat-rate subscription pricing (no AUM % fee) and a dedicated, white-glove advisor model, including free spouse accounts. AAOIFI-certified halal; custodies at Charles Schwab.
Team overview
-- AVG AGE
$4.5M AVG AUM / ADVISOR
$347.3K AVG AUM / CLIENT
3.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
3yrs Firm Age
Insights
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Asset Classes
Harbor optima Harbor pathway Unison delta
Client Personas
Capital
CRM
Legacy focus
Custodian
Fusion Prime foundation Vital Harbor atlas Value Oak Optima Ember Glacier crest
Investment Themes
North meridian Oak matrix North quantum Atlas Oak
Investment Vehicles
Capital Frontier
Platform
Oak vital Optima Peak optima Optima
Services
Pathway Glacier Unison eagle Alpha optima Ember Pathway Wave ridge North Meridian
Owner & Executives
TARIF HOMSI
Chief Compliance Officer, INVESTMENT ADVISOR REPRESENTATIVE
- CRD
- #6356029
- Ownership
- Less than 5%
(508) 735-5684
matrix.foundation@fusioncapital.com
in linkedin.com/in/eagle-momentum
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,461,390 | -- |
| Non-Discretionary | $54,152 | -- |
| Total | $4,515,542 | -- |
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Separately Managed Accounts
Total SMA Asset: $4,515,542
Equity - Exchange:
33.6% Cash:
24.9% Equity - OTC:
20.3% Public Funds:
21.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,349,372,455 | 33.6% |
| Cash | $999,981,373 | 24.9% |
| Equity - OTC | $815,245,858 | 20.3% |
| Public Funds | $851,389,764 | 21.2% |
| Total | $4,015,989,450 | 100.0% |