# Ahmed Mahmood

> Ahmed Mahmood is a fee-only financial advisor at Wakil Wealth Advisory in Lawrenceville, Georgia. Ahmed focuses on sustainable & impact investing. Wakil Wealth Advisory reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ahmed-mahmood/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Wakil Wealth Advisory
- **Based in:** Lawrenceville, Georgia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $4.1M across 57 accounts
- **Specialties:** Sustainable & impact investing
- **CRD:** 5440190 (https://adviserinfo.sec.gov/individual/summary/5440190)
- **SEC registration:** Investment adviser representative in FL, GA, TX
- **Exams passed:** Series 63 (2007), Series 65 (2010)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.wakilwealthadvisory.com

## Frequently asked questions

### Is Ahmed Mahmood a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ahmed holds no broker registration, and Wakil Wealth Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Ahmed charge for financial advice?

Ahmed's firm, Wakil Wealth Advisory, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Ahmed Mahmood based?

Ahmed Mahmood is based in Lawrenceville, Georgia.

### What does Ahmed specialize in?

Ahmed's specialties include sustainable & impact investing.

### Is Ahmed Mahmood registered with the SEC?

Yes. Ahmed Mahmood is registered as an investment adviser representative in FL, GA and TX (CRD 5440190), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wakil Wealth Advisory manage?

Wakil Wealth Advisory reports $4.1M across 57 accounts in assets under management.

### How do I contact Ahmed Mahmood?

Through Ahmed's website, www.wakilwealthadvisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5440190): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://wakilwealthadvisory.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.