WAHED

WAHED INVEST LLC

CRD 242793 · SEC 801-106499

Visit website

27 EAST 28TH STREET, 8TH FLOOR, NEW YORK, NY, 10016, United States

Phone

1-855-976-4747

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$1.29B

Discretionary AUM

$248.3M

Team

9 total employees; 1 advisory reps

Clients

Fees

Percentage of AUM

Org form

Limited Liability Company

Filing date

2026-06-15

Disciplinary history

Services

Portfolio management (individuals)Portfolio management (investment companies)Portfolio management (institutions)

Client types

Type	Clients	AUM
Individuals	30377	$213.5M
High net worth individuals	300	$33.7M
Investment companies	3	$1.04B
Corporations/business entities	3	$1.1M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

https://www.facebook.com/people/Wahed-US/61566373822691/
https://www.instagram.com/wahed.us/
https://x.com/Wahed_US
HTTP://WWW.WAHEDINVEST.COM

Official SEC filing: View on IAPD