Quraishi

What Quraishi does

Quraishi Law & Wealth is a privately-held, integrated wealth management, legal, and tax advisory firm headquartered in Jonesboro, Arkansas, operating under a unified marketing brand that encompasses three separate legal entities: Quraishi Wealth Management (a Registered Investment Advisor), Quraishi Law Firm PLLC (legal services), and Quraishi Tax & Accounting, LLC (accounting and tax services). Founded in 2013 with a headcount of 1-10, the firm targets middle-class millionaire individuals and families (typically $5M+ in assets) across Arkansas, Tennessee, and Texas, positioning itself as a 'family office for the middle-class millionaire' — delivering services historically available only to ultra-wealthy households.

Its core service lines are wealth planning and management, proactive tax planning, estate and legacy planning, and asset protection planning, delivered as a coordinated offering rather than as separate engagements. Technology infrastructure consists of the Client Corner secure document portal for client account access and the SimpleWill streamlined estate planning product. No proprietary AI/ML capabilities, APIs, or technology stack details are disclosed. The firm's go-to-market is a direct, relationship-driven sales motion with complimentary 15-minute discovery calls scheduled via Calendly as the primary acquisition entry point, supplemented by a content-driven marketing program spanning blog articles, podcasts, webinars, workshops, and free educational books and reports.

The revenue model is fee-only with transparent all-inclusive fees bundling wealth management, estate planning, and tax planning and preparation. Revenue streams include investment advisory services through the RIA, legal services through the law firm PLLC, and professional services fees through the tax and accounting entity. The firm has not raised external capital, completed acquisitions or partnerships, or hired senior leadership beyond the founder/operator structure disclosed in the available sources.

Name

Quraishi

Legal name

Quraishi Law & Wealth (Marketing name); Quraishi Wealth Management LLC (RIA); Quraishi Law Firm PLLC; Quraishi Tax & Accounting, LLC

Website

https://quraishilaw.com

Company type

Private

Founded year

2013

Operating status

Operating

Headcount range

1–10 employees

Short description

Quraishi Law & Wealth is an integrated wealth management, legal, and tax advisory firm serving middle-class millionaire individuals and families across Arkansas, Tennessee, and Texas. Operating through three affiliated entities (an RIA, a law firm, and a tax practice), it delivers coordinated financial, estate, and tax planning on transparent, fee-only terms.

Ownership category

akta.pro rank

Product category

Wealth Management & Estate Planning

NAICS

Offices of Lawyers (541110), Trust, Fiduciary, and Custody Activities (523991)

SIC

Services-Legal Services (8111)

akta.pro industry

PRIMARYFSAEABAA

Registered Investment Advisor (RIA) Wealth Management

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Wealth & Retirement Advisory

SECONDARYBPAHAAAK

Family & Private Client (Trusts & Estates) Law

Business & Public Services/Professional Services (Legal, Accounting, Consulting)/Legal Services

SECONDARYFSAAADAF

Estate Planning, Trust Structuring & Governance

Financial & Insurance/Asset & Wealth Management/Family Offices (Single- & Multi-Family)

SECONDARYFSAAACAD

Tax-Focused Wealth Management RIAs

Financial & Insurance/Asset & Wealth Management/Registered Investment Advisors (RIAs) & Independent Wealth Managers

SECONDARYFSAEAKAE

Trust & Estate Tax Planning & Compliance

Financial & Insurance/Financial Advisory, Brokerage & Intermediation/Fiduciary, Trust & Estate Advisory

Keywords

• Estate planning services
• Wealth management advisory
• Tax planning services
• Asset protection planning
• Legacy planning services

Headquarters

HQ city

Jonesboro

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure

Revenue model

1. Investment Advisory Services: Wealth management and investment advisory services provided through Quraishi Wealth Management, a Registered Investment Advisor (RIA). Provides investment advisory and related services for clients in Arkansas, Tennessee, and Texas.
2. Legal Services: Legal services provided through Quraishi Law Firm PLLC, including estate planning, asset protection planning, and business planning.
3. Tax and Accounting Services: Accounting and tax services provided through Quraishi Tax & Accounting, LLC, including tax planning and preparation.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels6 records

Core offering

Quraishi Law & Wealth is a fee-only advisory and law firm that delivers integrated financial, legal, and tax planning through three separate legal entities: Quraishi Wealth Management (a Registered Investment Advisor), Quraishi Law Firm PLLC, and Quraishi Tax & Accounting, LLC. Core offerings include wealth planning and management, proactive tax planning, estate and legacy planning, and asset protection planning, all coordinated under one unified 'family office' style platform targeting middle-class millionaire individuals and families.

Product overview

Quraishi Law & Wealth is a unified financial, legal, and tax planning firm that integrates three subsidiaries: Quraishi Wealth Management (a Registered Investment Advisor), Quraishi Law Firm PLLC (legal services), and Quraishi Tax & Accounting, LLC (accounting and tax services). The firm markets itself as a 'family office for the middle-class millionaire,' offering Wealth Planning & Management, ProActive Tax Planning, Estate & Legacy Planning, and Asset Protection Planning as its core services. Additional offerings include SimpleWill for streamlined estate planning, a Document Portal for client account access, educational workshops (SMART Wealth Planning), and webinars on estate and financial topics.

Differentiator

Problem solved

Functional benefit

Products and services

• Wealth Planning & Management Comprehensive investment advisory and wealth management services for individuals and families, providing portfolio management and financial planning tailored to retirement and long-term wealth accumulation.
• ProActive Tax Planning Strategic tax planning and preparation services designed to minimize tax liabilities through proactive strategies including Roth conversions, retirement account optimization, and coordinated income timing.
• Estate & Legacy Planning Legal and financial planning services to ensure orderly transfer of assets to heirs, including wills, trusts, beneficiary designations, and comprehensive estate document preparation.
• Asset Protection Planning Planning services focused on safeguarding wealth from creditors, lawsuits, and other risks through various legal structures and insurance strategies.
• SimpleWill Streamlined estate planning solution designed to make wills and basic estate documents accessible and easy to complete for families and individuals.

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators1 record

Recent moves6 records

Expansion highlights5 records

Direct peers

• Moneta Group: Fee-only RIA providing comprehensive wealth management, tax planning, and estate coordination. Comparable integrated service model and HNW target market.
• Hightower Advisors: Wealth management firm with practices offering investment advisory, financial planning, and coordinated tax/estate services. Comparable in providing relationship-driven, integrated advice to HNW households.
• Wealth Enhancement Group: RIA platform offering integrated financial planning, tax, and retirement services to middle-market and HNW clients. Comparable in targeting the middle-class millionaire and bundling adjacent services.
• Edelman Financial Engines: Large RIA serving mass-affluent and middle-class millionaire households with holistic financial planning. Comparable target segment (individuals/families with $1M+) and integrated planning approach.
• Mariner Wealth Advisors: National wealth management firm providing integrated financial planning, tax, and estate services to HNW individuals and families. Comparable in offering a coordinated, multi-discipline approach to wealth planning.
• The Colony Group: Fee-only wealth management firm offering integrated investment, tax, and estate planning to HNW clients and families. Comparable multi-discipline, relationship-driven model.
• Creative Planning: Large fee-only RIA offering integrated wealth management, tax, and estate planning services to HNW clients. Most directly comparable as a fee-only, integrated planning firm targeting a similar affluent but not ultra-wealthy client base.

Broad incumbents

• Bessemer Trust: Large private wealth and investment management firm with deep trust and estate capabilities serving UHNW families. Comparable in integrated wealth/trust services, though it targets a higher net-worth band.
• Fisher Investments: Large investment management firm serving HNW private clients globally. Comparable target segment (HNW individuals), though portfolio management is the primary offering rather than integrated legal/tax.

Emerging players

• Trust & Will: Digital estate planning platform offering streamlined wills, trusts, and estate documents online. Comparable in the estate planning service line and a potential disruptive alternative for simpler client needs.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat4 records

Key risks5 records

Key highlights5 records

Customer concentration

• Xx.com/carriej4482

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Quraishi