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WAKIL WEALTH ADVISORY LLC

Advisory

GA

Data as of Jan 30, 2026 · Source: SEC Form ADV

Average account
$72K
across 57 accounts
AUM per adviser
$4M
1 adviser

Source: SEC Form ADV. Figures as filed Jan 30, 2026.

Total AUM
$4M
Discretionary %
100%
Clients
33
Employees
1

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$4M
Discretionary AUM$4M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients33
Team
Total Employees1
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureLimited Liability Company
Fiscal Year EndDecember
Operates InFL, GA, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in GA

Closest by assets under management. All figures from Form ADV.

KUBER CAPITAL MANAGEMENT, LLC
$4M
HONORVISE INVESTMENTS, LLC
ATLANTA, GA
$4M
DONNELLY INVESTMENTS CORPORATION
$4M
TARA FINANCIAL GROUP, INC.
JONESBORO, GA
$4M
SOLOMON INVESTMENTS & FINANCIAL PLANNING, LLC
MACON, GA
$4M
PEACHTREE PLANNING ADVISORS, INC.
ATLANTA, GA
$4M
-97.3% 1Y

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