ShariaWiz Advisory
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
ShariaWiz Advisory is a state-registered wealth management firm that offers discretionary portfolio management, financial planning, and pension consulting to a range of clients including individuals, retirement plans, trusts, and institutions. The firm also provides participant fiduciary advice and may act in ERISA 3(38) or 3(21) capacities for qualified retirement plans.
The adviser emphasizes Shariah screening and value-aligned investing as part of its investment process and implements a tactical asset-allocation approach using exchange-listed securities, mutual funds, ETFs, and other instruments. Analysis may draw on fundamental, technical, and cyclical techniques, and portfolios are managed on a customized, discretionary basis consistent with client objectives and constraints.
Compared with many peers, the firm is newly established and reported no clients or assets under management at the time of the brochure, and it does not rely on a traditional percentage-of-assets fee model. The firm’s personnel are also licensed to sell insurance and may receive commissions for insurance products, and its ownership includes corporate and international investors—features the brochure discloses as potential sources of conflicts of interest.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Commissions for insurance products when acting as insurance agent
Hourly fee of $500 per hour, negotiable
Minimum fee: Annual management fee ranges from $3,000 to $6,000, payable quarterly in advance Fee-only: Hourly fee of $500 per hour, negotiable
Main office
101 Parkshore Drive, Suite 100
Folsom CA 95630
Advisors at this office
1
Most active in
California
Also doing business as
Shariawiz Advisory · Shariawiz Advisory, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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