A complete list of active advisors currently associated with ShariaWiz Advisory

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

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.

To learn more about the advisors currently working at ShariaWiz Advisory, 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
Shakeb Kundiwala	Folsom, CA	4

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