# Wakil Wealth Advisory LLC

> Wakil Wealth Advisory LLC is a state-registered investment advisory firm in Atlanta, GA, registered since 2024, reporting under $25 million in regulatory assets under management in its Form ADV filing dated January 30, 2026.

- CRD: 330852
- Filed as: WAKIL WEALTH ADVISORY LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: January 30, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/330852
- AdvisorCensus page: https://advisorcensus.com/firm/wakil-wealth-advisory-llc-atlanta-ga-330852

## Quick answers

**How is Wakil Wealth Advisory LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wakil Wealth Advisory LLC reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Wakil Wealth Advisory LLC located?**
Wakil Wealth Advisory LLC's principal office is in Atlanta, GA, according to its Form ADV.

**Is Wakil Wealth Advisory LLC registered with the SEC or a state?**
Wakil Wealth Advisory LLC is a state-registered investment advisory firm, registered since 2024. Status as filed: APPROVED. CRD 330852.

**How much does Wakil Wealth Advisory LLC manage?**
Wakil Wealth Advisory LLC reports $4,100,000 in regulatory assets under management in its Form ADV filing dated January 30, 2026 (100% discretionary).

**What types of clients does Wakil Wealth Advisory LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (32); corporations or other businesses not listed above (1).

**Does Wakil Wealth Advisory LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/330852

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $4,100,000
- Discretionary: $4,100,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 32 | $3,885,000 |
| Corporations or other businesses not listed above | 1 | $215,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, GA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wakilwealthadvisory.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wakil Wealth Advisory LLC (CRD 330852): Form ADV filing data as of October 2026.