This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Morgan Stanley
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 04-01-2024
- Office Locations
- 1
Office Locations
About Wakil Wealth Advisory LLC
Wakil Wealth Advisory is a Georgia-based RIA serving individuals and families with personalized wealth management, retirement and comprehensive financial planning, cash-flow/debt guidance, and charitable giving support. The firm focuses on values-based, long-term portfolio management with transparent communication on strategy, fees, and risks. Led by managing member Ahmed Mahmood; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
AHMED MAHMOOD
Chief Compliance Officer, Managing Member, Wealth Advisor
- CRD
- #5440190
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,100,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,100,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
Continue browsing