# HALAND Wealth Management

HALAND Wealth Management is a RIA based in Chicago.

## Overview

- **Organization type:** RIA
- **Headquarters:** Chicago
- **Assets under management:** Undisclosed
- **Website:** https://halandwealth.com
- **LinkedIn:** https://www.linkedin.com/company/sobhibaghdadi

## Regulatory record

- **CRD number:** 336453
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/336453

## About

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.

## People

- Sobhi Baghdadi — founder, CFP®
- Sobhi Baghdadi — CFP® professional

## Questions

### Who makes investment decisions at HALAND Wealth Management?

No named principals or investment committee members have been identified through public records. The firm's decision-making structure is undisclosed.

### 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.

## Related profiles

- [Hinkle Financial Services](https://altss.com/profile/hinkle-financial-services-llc)
- [Foothills Investments, L.L.C.](https://altss.com/profile/foothills-investments-llc)

---

Last updated: 2026-08-11T15:06:57.816Z

Canonical page: https://altss.com/profile/haland-wealth-management

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology