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HALAND Wealth Management
Haland Wealth Management is a fee-only, fiduciary financial planning firm and registered investment adviser. It offers one-time comprehensive written plans...
Overview
Haland Wealth Management is a fee-only, fiduciary financial planning firm and registered investment adviser. It offers one-time comprehensive written plans and ongoing advisory relationships, with optional discretionary investment management. The firm serves clients with flat fees agreed up front and is registered in the State of Illinois.
General information
Firm type
RIA
Location
City
Chicago
Principals
Sobhi Baghdadi
founder, CFP®
Sobhi Baghdadi
CFP® professional
Frequently asked questions
What is the wealth origin behind HALAND Wealth Management?
The source of capital for HALAND Wealth Management has not been publicly attributed. Without named family branches or principals, the wealth origin remains unattributed (public record).
Does HALAND Wealth Management participate in direct deals or fund investments?
There are no verifiable reports of direct investments, fund commitments, or co-investments involving HALAND Wealth Management. Its investment approach is not publicly documented.
What sectors does HALAND Wealth Management focus on?
No sector preferences have been disclosed. The firm's portfolio allocation cannot be determined from available sources.
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