Wasif Ahmad Latif
Investment adviser representative at Sarmaya Partners, LLC
20 yearsExperience
1 stateRegistered in
$33MFirm assets
1 yearFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
Experience
20 years in the industry.
- Sarmaya Partners, LLCJan 2024 to now
- Truist Advisory Services, Inc.Jan 2022 to Dec 2023
- Alp Capital Management - Self EmployedMay 2021 to Jan 2022
- Victory Capital ManagementJul 2019 to Feb 2021
- UnemployedFeb 2015 to May 2021
- USAA Investment Management CompanyJun 2006 to Jun 2019
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law2022
State registrations
Registered as an investment adviser representative in 1 state (NJ).
Sarmaya Partners, LLC
$33MAssets managed
1Clients
2Advisers
1 yearIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2567754
- Firm CRD
- 330100