WealthBridge Advisors

WealthBridge Advisors is a premier wealth management firm based in Kuala Lumpur, Malaysia, offering personalized financial planning and investment advisory services to high-net-worth individuals, families, and corporate clients. Established in 2019 by financial expert Sharifah Rahman, the firm is dedicated to helping clients achieve long-term financial security through customized investment strategies, estate planning, and asset protection. WealthBridge Advisors is known for its client-centered approach, offering tailored financial solutions that align with each client’s goals and risk profile.

The firm’s team of 40 wealth advisors and financial planners specializes in portfolio management, retirement planning, tax optimization, and offshore asset management. WealthBridge Advisors has earned a strong reputation for delivering consistent investment performance, particularly in Southeast Asia’s growing markets. One of the firm’s key achievements includes structuring a multi-generational wealth transfer plan for one of Malaysia’s prominent business families, ensuring long-term financial stability and legacy preservation.

WealthBridge Advisors operates with core values of integrity, discretion, and excellence. In 2023, the firm reported assets under management (AUM) exceeding RM2 billion, with revenues of RM40 million. Looking ahead, WealthBridge Advisors plans to expand its services to include sustainable investment portfolios and digital wealth management platforms, catering to the increasing demand for socially responsible investing and tech-savvy clients.