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Mohammed Aslam Merchant

Inaeya Wealth Management LLC

Irving, TX

CRD 7335409

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Employer firm

Inaeya Wealth Management LLC CRD 312110

$30.0M regulatory AUM

Reported services (Item 5G)

  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Inaeya Wealth Management Llc

Irving, TX • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-02-09
  • TX RA
    APPROVED
    Since 2021-02-09

Branch Locations

Irving, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Inaeya Wealth Management Llc Sugar Land TX 01/2021 Present
Retired / Volunteer Work Sugar Land TX 09/2016 12/2020
Saudi Aramco Dhahran 11/2000 09/2016
  • 01/2021 → Present
    Inaeya Wealth Management Llc
    Sugar Land, TX
  • 09/2016 → 12/2020
    Retired / Volunteer Work
    Sugar Land, TX
  • 11/2000 → 09/2016
    Saudi Aramco
    Dhahran
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-01
  • S65 Uniform Investment Adviser Law Examination
    2020-09-01

View on SEC IAPD

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