WEALTHFD

WEALTHFD LLC

CRD 299248 · SEC 801-121549

555 E NORTH LANE, SUITE 6075, CONSHOHOCKEN, PA, 19428, United States

Phone

215-671-6660

Fax

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Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$87.8M

Discretionary AUM

$77.6M

Team

16 total employees; 3 advisory reps; 5 broker-dealer reps

Clients

251-500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-05-28

Disciplinary history

Services

Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingSelection of other advisers

Type	Clients	AUM
Individuals	393	$48.9M
High net worth individuals	13	$28.7M
Pension/profit sharing plans	44	$10.2M

AZ, CA, CO, GA, LA, MD, MA, NE, NJ, NY, NC, OH, PA, SC, TN, VA, TX, FL

Official SEC filing: View on IAPD