# Wakil Wealth Advisory

Wakil Wealth Advisory is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://wakilwealthadvisory.com

## Regulatory record

- **CRD number:** 330852
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/330852

## About

Wakil Wealth Advisory provides values-based investment management as one integrated service: professional portfolio management built around clients' financial objectives, risk tolerance and personal principles. Values alignment is not treated as a separate offering from investment management. Personal principles, including Shariah-conscious preferences, are incorporated where requested, with ongoing monitoring, rebalancing and communication.

## People

- Ahmed Mahmood — Founder & Managing Member

## Related profiles

- [Open Opportunity Management](https://altss.com/profile/open-opportunity-management-llc)

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Last updated: 2026-08-11T15:08:32.892Z

Canonical page: https://altss.com/profile/wakil-wealth-advisory-llc

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