Wakil Wealth Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$3,885,000
Clients
32
Advisors
1
of 1 employees
About
Wakil Wealth Advisory LLC provides discretionary asset management and financial planning services for individuals, high-net-worth clients, trusts, estates and small businesses. The firm’s client list explicitly includes corporate or business clients, which is less common among solo independent advisors.
Portfolios are constructed to reflect each client’s investment goals, time horizon and risk tolerance, and the firm draws on a mix of fundamental, technical, charting and cyclical analysis to guide security selection and asset allocation. Accounts are managed on a discretionary basis with the ability for clients to impose restrictions, and client relationships are reviewed at least quarterly while custody is maintained through an institutional custodian.
The firm is a small, recently established solo advisory practice with roughly $4.1 million in discretionary assets and about 32 client relationships, and the lead advisor brings prior institutional experience. In addition to advisory services, the advisor maintains a licensed insurance practice (a modest portion of time) and may offer insurance products to clients — an outside business activity the firm discloses and addresses through policies to manage related conflicts of interest.
Client services
Expertise
Fee options
Financial planning fees between $500 and $5,000, negotiable based on complexity
Up to 2.00% annually, negotiable
Main office
Lawrenceville GA
Advisors at this office
1
Most active in
Florida · Georgia · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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