QURAISHI WEALTH MANAGEMENT

Overview

Quraishi Wealth Management is an independent RIA structured as a limited liability company that serves individual and family clients. The firm acts as a capital allocator rather than a pure brokerage intermediary, delivering financial planning, portfolio management for individuals and small businesses, and advisor selection services. Its advisory model combines percentage-of-AUM and fixed-fee billing. Investment activity centers on pooled public funds and third‑party strategies rather than concentrated single-stock bets. The firm does not identify as an active ESG investor and is not registered as a multi‑state adviser. Its operational profile indicates a hands‑on role in selecting external managers—particularly for non‑traditional exposure—while using mutual funds and separate managed accounts to implement core equity and fixed income exposures. Quraishi Wealth Management lists a law firm among its industry affiliations, which may inform its client mix and planning focus. The firm positions itself to integrate external manager relationships into client portfolios where appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices