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- Custodian
- Altruist · Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-01-2010
- Office Locations
- 1
Office Locations
About SAR Wealth Management
SAR Wealth Management is a Washington-registered RIA providing financial consulting, wealth management, and retirement/financial planning. The firm emphasizes portfolio and investment strategy aligned with clients’ personal ethics and beliefs, with a focus on asset allocation and risk management. Serves retail investors, including entrepreneurs, and commonly implements ETF-based portfolios custodied via Altruist and Interactive Brokers.
Team overview
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Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
RIZWAN RIZWI
Chief Executive Officer, President
- CRD
- #3215582
- Ownership
- 75% or more
SHAHZAD QAMER QADRI
General Counsel, Partner
- CRD
- --
- Ownership
- Less than 5%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $3,793,509 | -- |
| Non-Discretionary | $0 | -- |
| Total | $3,793,509 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
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