A complete list of active advisors currently associated with Musaffa LLC

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

Musaffa LLC provides investment advisory services primarily to individual and high-net-worth clients through an internet-only digital platform accessible via mobile application and web. The firm offers two principal advisory paths — discretionary portfolio management delivered through a wrap-fee program and a model-based, self-directed Recommendation Advisory Service — and also makes subscription research, screening tools, and educational content available as non‑advisory services. The firm’s recommendations and portfolio assignments begin with a standardized suitability questionnaire that places clients into one of five risk profiles and then applies a structured analytical framework combining systematic, fundamental, and quantitative analysis into composite scores. Shariah compliance, based on AAOIFI-derived standards, is integrated into security screening and scoring, and Musaffa is developing a proprietary Musaffa Islamic Socially Responsible Investing (MISRI) beta framework to incorporate Islamic ethical considerations alongside financial metrics; under the Recommendation service clients retain full discretion while Managed Portfolios are actively managed on a discretionary basis. Noteworthy operational features include Musaffa’s role as sponsor and portfolio manager of a wrap fee program, which is relatively uncommon among independent solo advisers, alongside an internet-only distribution model that requires use of a specific custodian (Alpaca) and a fee-reserve billing mechanism. The combination of an explicit, rule‑based Shariah screening process, proprietary composite scoring, a developing MISRI framework, and mixed revenue streams (asset-based advisory fees plus paid subscriptions) distinguishes its service and operational model from many peers.

To learn more about the advisors currently working at Musaffa LLC, 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.