Wahdy Capital

Overview

Wahdy Capital operates as an independent registered investment advisor (RIA) structured as a limited liability company. The firm primarily serves individual and family clients, offering a range of financial services including financial planning, portfolio management for both individuals and small businesses, and educational seminars. Wahdy Capital is also involved in the selection of other advisors, indicating a comprehensive approach to wealth management. The firm does not actively engage in ESG investing and is not classified as a multi-state advisor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices