A complete list of active advisors currently associated with Musleh Wealth Management LLC
Warmer can help you find a great advisor at Musleh Wealth Management LLC or one who fits your needs even better.
Musleh Wealth Management LLC provides ongoing portfolio management and investment advisory services to individuals — including high-net-worth clients — and to pension and profit‑sharing plans. The firm prepares an Investment Policy Statement for each client and manages portfolios composed primarily of mutual funds, equities, fixed income securities, and ETFs, exercising discretionary authority when authorized. The adviser uses cyclical and fundamental analysis and a long‑term trading approach, documenting client risk tolerance and time horizon in each IPS. Clients are required to custody assets at Schwab Institutional, and the firm does not aggregate block trades across multiple client accounts, a practice that can affect trade execution and pricing. The firm is affiliated with an insurance practice; its supervised person is a licensed insurance agent who accepts commissions for insurance product sales, a conflict the brochure discloses and says it documents and periodically reviews. Serving pension and profit‑sharing plans in addition to individual clients is a less common client mix for firms of this type and size, indicating a broader set of retirement‑plan related services than many peers.
To learn more about the advisors currently working at Musleh Wealth Management 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.
Name |
Location |
Years of experience |
|---|---|---|
Carmel, IN
| 2
|
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