Mahdi Walji
ShariaPortfolio · Richmond, Florida
Mahdi Walji is a fee-only financial advisor at ShariaPortfolio in Richmond, Florida. Mahdi charges a percentage of assets (0.5%–0.75% a year of assets managed and a $1,000 asset minimum) and focuses on retirement planning and sustainable & impact investing.
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Specialties
Facts
| Firm | ShariaPortfolio |
|---|---|
| Based in | Richmond, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.5%–0.75% a year of assets managed · A $1,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $3.01B across 3,125 accounts |
| SEC registration | Investment adviser representative in FL, WA · CRD 8206110 |
| Exams passed | Series 65 (2026) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.shariaportfolio.com |
How Mahdi's firm compares
- ShariaPortfolio's average account is about $963,000, from its Form ADV (assets managed divided by 3,125 accounts).
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Questions about Mahdi
Is Mahdi Walji a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mahdi holds no broker registration, and ShariaPortfolio reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mahdi charge for financial advice?
Mahdi charges a percentage of assets.
How much does Mahdi charge?
According to ShariaPortfolio's website, checked October 30, 2026: 0.5%–0.75% a year of assets managed; a $1,000 asset minimum.
Where is Mahdi Walji based?
Mahdi Walji is based in Richmond, Florida.
What does Mahdi specialize in?
Mahdi's specialties include retirement planning and sustainable & impact investing.
Is Mahdi Walji registered with the SEC?
Yes. Mahdi Walji is registered as an investment adviser representative in FL and WA (CRD 8206110), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ShariaPortfolio manage?
ShariaPortfolio reports $3.01B across 3,125 accounts in assets under management.
How do I contact Mahdi Walji?
Through Mahdi's website, www.shariaportfolio.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
- ShariaPortfolio 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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