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WAHDY CAPITAL

WAHDY CAPITAL MANAGEMENT

CRD 175272

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50 CALIFORNIA ST, 15TH FLOOR, SAN FRANCISCO, CA, 94111, United States

Phone

4155233363

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$1.0M

Discretionary AUM

$1.0M

Team

1 total employees; 1 advisory reps; 10 broker-dealer reps

Clients

1-10

Fees

Percentage of AUM; Hourly charges; Subscription fees; Fixed fees; Performance-based fees

Org form

Limited Liability Company

Filing date

2025-05-30

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersEducational seminars

Client types

TypeClientsAUM
High net worth individuals10$1.0M

All web addresses on file

Official SEC filing: View on IAPD