Quraishi Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$55,426,336
Total clients
88
13% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
88
Average account size
$629,845
About
Quraishi Wealth Management provides discretionary asset management and financial planning and consulting to individual and high‑net‑worth clients. The firm reports roughly $55.4 million in assets under management across about 88 client relationships and offers both one‑time and ongoing planning services.
The firm manages client accounts on a discretionary basis, often using sub‑advisors and model portfolios available through Altruist’s Model Marketplace, with account reviews at least quarterly and periodic rebalancing. It also uses a third‑party held‑away platform to review and rebalance defined contribution and other external accounts without taking custody of those assets.
The firm’s principal maintains an affiliated law practice and operates as an independent insurance agent, spending approximately 50% of her time on those outside activities; legal and insurance services are offered separately and are disclosed as potential conflicts of interest, with the firm noting mitigation through disclosure and its fiduciary obligations. The firm also does not vote client proxies, with clients receiving proxy materials directly and retaining voting authority.
Client services
Fee options
Fixed fees for financial planning between $1,000 and $10,000; ongoing financial planning fixed quarterly fee $800-$1,000 in advance.
$0 - $499,999: 1.50% annually $500,000 - $999,999: 1.25% annually $1,000,000 - $3,000,000: 1.00% annually Over $3,000,000+: 0.80% annually
Investment Advisor Representatives receive commissions from sales of insurance products as licensed insurance agents.
Fee-only: Fixed fees for financial planning between $1,000 and $10,000; ongoing financial planning fixed quarterly fee $800-$1,000 in advance.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Main office location
Quraishi Wealth Management
2915 Browns Lane
Jonesboro AR 72401, United States
Number of offices
1
Forms ADV
Quick links
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