Ahmeti Wealth Management, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$3,200,000
Clients
21
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
21
TypicalAverage account size
$152,381
About
Ahmeti Wealth Management is a state-registered independent advisory firm that provides portfolio management, investment management, and financial planning to individuals (including high-net-worth clients), corporations, and employer-sponsored retirement plans. As a solo advisory practice it reports managing roughly $3.2 million for about 21 client relationships under written investment advisory agreements.
The firm typically charges percentage-of-AUM fees billed monthly and generally exercises discretionary authority to implement customized portfolios aligned with client objectives. Its investment process emphasizes bottom-up fundamental analysis together with national and international macroeconomic factors, asset allocation, and diversification, and client assets are custodied at Altruist Financial, LLC.
Noteworthy disclosures include the owner’s outside business activities: he is a licensed insurance agent and a licensed real estate broker and may, from time to time, offer commissionable insurance products or real estate services to clients, which the brochure identifies as potential conflicts of interest. The brochure also discloses disciplinary history involving the firm’s principal — a 30‑day state securities board suspension in 2015 and a nine‑month restriction on FINRA registration that concluded in January 2018 — matters the firm presents for client awareness.
Client services
Portfolio management
Expertise
Wealth management
ESG / Sustainable investing
Fee options
1.00% annually
Main office location
Ahmeti Wealth Management, LLC
8330 Lbj Freeway, Suite B638
Dallas TX 75243, United States
Number of offices
1
Most active in
Ahmeti Wealth Management, LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")