Musleh Wealth Management LLC

Overview

Musleh Wealth Management LLC is a small, fee-based advisory firm that provides discretionary portfolio management for individuals, families and small businesses. The firm runs client portfolios primarily through separately managed accounts and mutual fund wrappers, favoring pooled public funds for core equity and fixed-income exposure rather than direct stock picking or heavy use of ETF sleeves. Its business model centers on percentage-of-AUM advisory fees and a single-custodian operating relationship. The firm does not identify as an active ESG investor and it does not operate as a multi-state advisor. The firm’s client base includes both individual and family clients as well as some institutional relationships. An insurance-company affiliation is listed, which suggests the firm integrates insurance solutions into planning or distribution channels in addition to its asset management work. Given the small scale and concentrated custody footprint, portfolio construction appears to prioritize ready-to-implement mutual fund strategies and SMA personalization over significant allocations to private or third-party alternative fund managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices