Naushad Virji
ShariaPortfolio · Lake Mary, Florida
Naushad Virji is a fee-only financial advisor at ShariaPortfolio in Lake Mary, Florida. Naushad 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.
Request an introduction to Naushad →
Specialties
Facts
| Firm | ShariaPortfolio |
|---|---|
| Based in | Lake Mary, 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 CA, FL, IN, NJ, TX · CRD 5027106 |
| Exams passed | Series 65 (2003) |
| Firm size | 21 employees |
| Disclosures | None reported |
| Website | www.shariaportfolio.com |
How Naushad's firm compares
- ShariaPortfolio's average account is about $963,000, from its Form ADV (assets managed divided by 3,125 accounts).
Request an introduction to Naushad
Tell Naushad a little about what you're looking for. Naushad isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Naushad
Is Naushad Virji a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Naushad 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 Naushad charge for financial advice?
Naushad charges a percentage of assets.
How much does Naushad 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 Naushad Virji based?
Naushad Virji is based in Lake Mary, Florida.
What does Naushad specialize in?
Naushad's specialties include retirement planning and sustainable & impact investing.
Is Naushad Virji registered with the SEC?
Yes. Naushad Virji is registered as an investment adviser representative in CA, FL, IN, NJ and TX (CRD 5027106), 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 Naushad Virji?
Through Naushad'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.
See something wrong? Request a correction. Read our methodology.