Data / Investment advisers / New York / Wahed
Wahed, New York, NY: $1.3 billion AUM, SEC registered investment adviser
Wahed is an SEC registered investment adviser with its main office in New York, New York and reports $1.3 billion in regulatory assets under management in its Form ADV filed October 12, 2026. Its clients include investment companies, individuals and high net worth individuals. It is paid through a percentage of assets under management.
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- Registration
- SEC registered investment adviser
- CRD number
- 242793
- SEC file number
- 801-106499
- SEC status
- Approved, effective August 7, 2015
- Legal name
- Wahed Invest LLC
- Main office
- 245 5th Ave. 5th Floor, New York, NY 10016
- Phone
- (855) 976-4747
- Regulatory AUM
- $1,286,549,477 in the Form ADV filed October 12, 2026
- Discretionary AUM
- $248,342,150
- Non discretionary AUM
- $1,038,207,327
- Accounts
- 30,683
- Employees
- 9, of which 1 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management
- Form ADV Item 11 disclosures
- Reported: SEC or CFTC regulatory actions, other federal, state or foreign regulatory actions
- Latest Form ADV filing
- October 12, 2026
- SEC record
- Investment Adviser Public Disclosure
Clients
Client types the adviser reports in Form ADV item 5.D, with the AUM it attributes to each.
| Client type | Clients | AUM |
|---|---|---|
| Investment companies | 3 | $1.04 billion |
| Individuals (other than high net worth individuals) | 30,377 | $213.5 million |
| High net worth individuals | 300 | $33.7 million |
| Corporations or other businesses | 3 | $1.1 million |
AUM in the SEC's monthly files
Each change in the AUM the adviser reported across the monthly SEC files held here, with the first file that shows the new value.
| First in the file of | AUM | Form ADV filed |
|---|---|---|
| July 1, 2026 | $1.29 billion | June 15, 2026 |
| April 1, 2026 | $1.14 billion | March 30, 2026 |
| December 1, 2025 | $842.6 million | October 14, 2025 |
Other advisers in New York
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| DB Advisory America, Limited(Ltd) | New York | $1.30 billion | Not listed | adviserinfo.sec.gov |
| Caligan Partners | New York | $1.30 billion | 3 | adviserinfo.sec.gov |
| Sagewind Capital LLC | New York | $1.30 billion | 12 | adviserinfo.sec.gov |
| Sio Capital Management, LLC | New York | $1.29 billion | 2 | adviserinfo.sec.gov |
| Academy Asset Management | New York | $1.29 billion | Not listed | adviserinfo.sec.gov |
| Obsidian Cio LLC | New York | $1.28 billion | Not listed | adviserinfo.sec.gov |
| New Legacy Group, LLC | New York | $1.28 billion | 29 | adviserinfo.sec.gov |
| Sagehall Management LP | New York | $1.27 billion | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in New York, NY
- Investment advisers in New York
- Advisers with $1 billion to $10 billion in AUM
- Advisers serving investment companies
- Advisers serving individuals
- Wahed on the SEC's adviser search
Updated November 7, 2026. Read from the SEC's Form ADV data files for investment advisers. Public data published by the US Securities and Exchange Commission (US government work). Advisers report these values themselves in Form ADV, and neither the SEC nor the states approve or guarantee them. AUM is regulatory assets under management as the adviser reported it in Form ADV item 5.F, which can differ from the AUM a firm quotes elsewhere. Exempt reporting advisers do not report AUM. Office address, phone and website are the adviser's main office as filed; a firm that files its main office as a private residence shows no street address or phone. An Item 11 disclosure is a reported event, not a finding about the firm today. Details for each firm are on the SEC's Investment Adviser Public Disclosure site. This page uses SEC data and is not endorsed or certified by the SEC. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.