Wahdy Capital Management
State-registered
Wealth Manager · Boutique (under $100M)
CRD 175272
· San Francisco, CA
· WWW.WAHDYCAPITAL.COM
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ADV data as of May 30, 2025
- Regulatory AUM
- $1.0M
- Discretionary
- $1.0M
- Clients
- 10
- Avg AUM / client
- $100K
- Accounts
- 10
- Employees
- 1
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| High net worth individuals | 10 | $1.0M | 100.0% |
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 05/30/2025 | 1.22 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Subscription fees
- • Fixed fees
- • Performance-based fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Educational seminars/workshops
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 30, 2025.
View current Form ADV (SEC/IAPD) ↗