CRD: 280032
Quraishi Wealth Management
$53.0M Total AUM
$53.0M Disc. AUM
-- 3Y CAGR
1 Employees
91 ADV. Clients
10 yrs Firm Age
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- Custodian
- Altruist
- Clients
- Retail
- Platforms
- Available
- Established Date
- 12-14-2015
- Office Locations
- 1
Office Locations
2915 Browns Lane Jonesboro AR
About Quraishi Wealth Management
Quraishi Law & Wealth provides integrated wealth planning that combines legal, financial, and tax strategy. The firm offers retirement and healthcare planning, investment management, and legacy planning, built around its SMART360 Planning Process and a client-education focus. Serves retail clients, including entrepreneurs, and custodians on Altruist.
Team overview
-- AVG AGE
$53.0M AVG AUM / ADVISOR
$582.4K AVG AUM / CLIENT
10.6 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
C
CARRIE JEAN QURAISHI
Managing Member, Principal
- CRD
- #5313613
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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