Shariawiz Advisory

Overview

Shariawiz Advisory is organized as a limited liability company and is registered in California. FINTRX classifies ownership as a mix of a domestic entity and an individual. The firm offers fee-for-service advice rather than asset-based billing, operating on hourly and fixed-fee arrangements. Its advisory scope includes financial planning and portfolio management for individuals, small businesses, and institutional/business clients, and it lists pension consulting among its service areas. FINTRX also notes an affiliation with an insurance company. The profile indicates the firm is not an active ESG investor and is not set up as a capital allocator.

Assets & Accounts

Location & Offices