Wakil Wealth Advisory LLC

Overview

Wakil Wealth Advisory LLC is an independent, individual-owned registered investment adviser that provides fee-based financial planning and portfolio management primarily to individuals, families and small-business clients. The firm charges a mix of percentage-of-AUM and fixed fees and operates a discretionary advisory model. Public filings show the firm is not a capital allocator to external alternative managers, is not an active ESG investor and focuses on straightforward planning and discretionary portfolio implementation rather than specialist institutional consulting. Investment activity centers on pooled public funds as the primary building blocks for client portfolios. The adviser’s stated advisory activities emphasize financial planning and portfolio management for individuals and small businesses, suggesting a client service model that pairs holistic planning with delegated day-to-day investment decisions.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices