Quraishi Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$53,000,000
Clients
91
11% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
91
Very HighAverage account size
$582,418
About
The firm provides discretionary asset management, financial planning, and ongoing advisory services primarily to individual and high‑net‑worth clients, operating under typical AUM‑based advisory arrangements and offering portfolio management for individuals. It also offers stand‑alone and ongoing financial planning and may refer clients to third‑party managers for portions of portfolios.
Quraishi Wealth Management manages accounts on a discretionary basis and may deploy sub‑advisors or subscribe to model portfolios through a custodial model marketplace; its investment process references Modern Portfolio Theory and long‑term purchase strategies, with account reviews performed at least quarterly. The firm acts as the ongoing liaison to third‑party managers, monitoring their performance and suitability on behalf of clients.
Noteworthy distinctions include that the firm’s principal concurrently operates a law practice and is a licensed insurance agent, spending roughly half of her time on those outside businesses and offering legal and insurance services for separate compensation; those affiliations are disclosed and identified as potential conflicts of interest. The firm also maintains an institutional relationship with its custodian that provides technology and support services tied to platform asset thresholds and receives referral fees from some third‑party managers, all of which are disclosed in the advisory brochure.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Retirement income strategy
Tax-loss harvesting
Roth conversion strategy
Charitable giving tax strategies
Wealth management
Occupation focus
Attorney
Fee options
Financial planning fixed fees between $1,000 and $10,000
$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
Insurance products commissions earned by principal as independent insurance agent
Ongoing financial planning fixed quarterly fee of $800-$1,000
Fee-only: Financial planning fixed fees between $1,000 and $10,000; ongoing financial planning $800-$1,000 quarterly in advance
Main office location
Quraishi Wealth Management
2915 Browns Lane
Jonesboro AR 72401, United States
Number of offices
1
Most active in
Quraishi Wealth Management has reported serving >5 clients in these states in the last 12 months.
Arkansas · 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:
Lawyer
They provide legal services, typically billed separately.
Is not 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.
-
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.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Discover
Compare top advisor firms by metric, firm size, and location.
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")