Wahed is an SEC registered investment adviser organized as a limited liability company with a primary office location in New York, NY. Its latest Form ADV filing, dated April 27, 2026, reports $1.1B in regulatory assets under management, 9 employees, and 28,701 accounts.
Assets Under Management
$1.1B
Employees
9
Offices
--
Total Clients
28,695
Primary office
NEW YORK, NY
27 EAST 28TH STREET, 8TH FLOOR, NEW YORK, NY, United States
Portfolio management for individuals and small businesses
Portfolio management for investment companies
Fee models offered
1 types reported
Asset based fees
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 99.6% of total clients.
Top client categories% of clientsClients
1
Individuals
99.6%
28,572
2
HNWI
0.4%
117
Additional categories (<0.1%)
Investment Cos.<5 clients
Corporations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$1.1Bas of April 27, 2026
Discretionary17.8%
$202M
18% of total RAUM17.8%
Non-discretionary82.2%
$935M
82% of total RAUM82.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$1.1B
Total Accounts28,701
10Y AUM Change+$1.1B (+11815321.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees9
Clients per Employee3188:1
10Y Employee Change+7 (+350.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.