CONSHOHOCKEN, PACRD 299248Latest ADV March 25, 2026
Wealthfd is an SEC registered investment adviser organized as a limited liability company with a primary office location in Conshohocken, PA. Its latest Form ADV filing, dated March 25, 2026, reports $88M in regulatory assets under management, 16 employees, 1 office, and 450 accounts.
Assets Under Management
$88M
Employees
16
Offices
1 office
Total Clients
450
Primary office
CONSHOHOCKEN, PA
555 E NORTH LANE, SUITE 6075, CONSHOHOCKEN, PA, United States
Top client segmentIndividuals represent 87.3% of total clients.
Top client categories% of clientsClients
1
Individuals
87.3%
393
2
Pension Plans
9.8%
44
3
HNWI
2.9%
13
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$88Mas of March 25, 2026
Discretionary88.4%
$78M
88% of total RAUM88.4%
Non-discretionary11.6%
$10M
12% of total RAUM11.6%
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$88M
Total Accounts450
10Y AUM Change+$78M (+811.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees16
Clients per Employee28:1
10Y Employee Change+15 (+1500.0%)
* 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.