WAKIL WEALTH ADVISORY LLC

WAKIL WEALTH ADVISORY LLC is an SEC-registered investment adviser (CRD 330852). Regulatory assets under management: $4.1M.

Registration

• CRD: 330852
• Type: Registered investment adviser
• Phone: 404-912-9140
• Latest filing: 2026-01-30
• Regulatory AUM: $4.1M
• Discretionary AUM: $4.1M
• Clients: 1
• Accounts: 57

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 330852 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search