A complete list of active advisors currently associated with Ihsan Wealth

Warmer can help you find a great advisor at Ihsan Wealth or one who fits your needs even better.

Ihsan Wealth serves U.S. retail individual investors through a discretionary, Sharia‑compliant portfolio management program (Ihsan Invest) that constructs, monitors, and rebalances halal‑screened portfolios held at a single custodian. The firm also operates a free, public set of non‑personalized educational and research tools — including Sharia screeners, a Zakat calculator and purification engine, and goal‑planning calculators — that are available outside the advisory relationship. Portfolios are tailored to each client’s Investment Policy Statement and chosen Sharia standard from five offered options (AAOIFI, DJIM, MSCI, an internally defined Conservative standard, and Bursa Malaysia), and use screened ETFs, mutual funds, sukuk exposure, selective U.S. equities, and cash equivalents as building blocks. The firm combines a quality‑focused, long‑term orientation with quantitative techniques — Black‑Litterman expected‑return integration, Ledoit‑Wolf covariance estimation, daily tax‑loss harvesting, automated dividend purification, tax‑aware asset location, and a quarterly regenerated 101‑portfolio strategic line — and implements investment decisions on a discretionary basis within client constraints. Distinctive aspects include methodology‑only Sharia compliance (the firm publishes its implementation logic but does not retain a Sharia Supervisory Board), an API‑first single‑custodian operating model that concentrates operational risk, and an affiliated, no‑cost software platform run by the same legal entity that operates the advisory service. The firm is newly registered and has not yet onboarded paid clients, and the principal maintains full‑time employment outside the firm while operating the advisory and technology activities, which are factors a prospective client may weigh against more established peers.

To learn more about the advisors currently working at Ihsan Wealth, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.