WEALTHFD LLC
Doing business as WEALTHFD. SEC Form ADV profile.
Total regulatory AUM
$87,833,546
Discretionary
$77,640,468
Non-discretionary
$10,193,078
Firm details
- CRD number
- 299248
- SEC file number
- 801-121549
- Main office
- CONSHOHOCKEN, PA, United States
- Employees
- 16
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.