Ahmed Mahmood
Wakil Wealth Advisory · Lawrenceville, Georgia
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.
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Specialties
Facts
| Firm | Wakil Wealth Advisory |
|---|---|
| Based in | Lawrenceville, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $4.1M across 57 accounts |
| SEC registration | Investment adviser representative in FL, GA, TX · CRD 5440190 |
| Exams passed | Series 63 (2007) · Series 65 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.wakilwealthadvisory.com |
| Profile |
How Ahmed's firm compares
- Wakil Wealth Advisory's average account is about $72,000, from its Form ADV (assets managed divided by 57 accounts).
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Questions about Ahmed
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Wakil Wealth Advisory website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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