Wahdy Capital

Wahdy Capital (CRD# 175272) is a financial advisory firm headquartered in Sacramento, CA. They manage $1,185,000 in 22 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    22
    ACCOUNTS
  • Average Account Value
    $53,864
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Security ratings or pricing services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA

Financial Advisors at Wahdy Capital
Showing 1 - 1 of 1 top financial advisors.
1
Heather Hughson
CRD#: 6837690
2255 Watt Ave, Ste 325, Sacramento, CA 95825
87
Wealthminder
score

Heather Hughson (CRD# 6837690) is an Investment Advisor Representative working at Wahdy Capital in Sacramento, CA and has 1 year of experience in the finance industry.

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