Data / Investment advisers / Pennsylvania / Wealthfd
Wealthfd, Conshohocken, PA: $87.8 million AUM, SEC registered investment adviser
Wealthfd is an SEC registered investment adviser with its main office in Conshohocken, Pennsylvania and reports $87.8 million in regulatory assets under management in its Form ADV filed May 28, 2026. Its clients include individuals, high net worth individuals and pension and profit sharing plans. It is paid through a percentage of assets under management, hourly charges and fixed fees.
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- Registration
- SEC registered investment adviser
- CRD number
- 299248
- SEC file number
- 801-121549
- SEC status
- Approved, effective August 9, 2021
- Legal name
- Wealthfd LLC
- Main office
- 555 E North Lane Suite 6075, Conshohocken, PA 19428
- Phone
- (215) 671-6660
- Regulatory AUM
- $87,833,546 in the Form ADV filed May 28, 2026
- Discretionary AUM
- $77,640,468
- Non discretionary AUM
- $10,193,078
- Accounts
- 450
- Employees
- 16, of which 3 give investment advice
- Form of organization
- Limited Liability Company
- Paid through
- a percentage of assets under management, hourly charges, fixed fees
- Form ADV Item 11 disclosures
- None reported
- Latest Form ADV filing
- May 28, 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 |
|---|---|---|
| Individuals (other than high net worth individuals) | 393 | $48.9 million |
| High net worth individuals | 13 | $28.7 million |
| Pension and profit sharing plans | 44 | $10.2 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 |
|---|---|---|
| April 1, 2026 | $87.8 million | March 25, 2026 |
| December 1, 2025 | $61.9 million | March 31, 2025 |
Other advisers in Conshohocken
| Adviser | City | AUM | Private funds | Source |
|---|---|---|---|---|
| Kitching Partners, LLC | Conshohocken | $645.9 million | Not listed | adviserinfo.sec.gov |
| Northstar Financial Companies, Inc. | Conshohocken | $519 million | Not listed | adviserinfo.sec.gov |
| Arba Credit Management, L.P. | Conshohocken | $289.1 million | 2 | adviserinfo.sec.gov |
| Arsenal Capital Advisors LLC | Conshohocken | $267.1 million | Not listed | adviserinfo.sec.gov |
| Nest Egg | Conshohocken | $131.7 million | Not listed | adviserinfo.sec.gov |
Also on SpecStream
- Investment advisers in Conshohocken, PA
- Investment advisers in Pennsylvania
- Advisers with $50 million to $100 million in AUM
- Advisers serving individuals
- Advisers serving high net worth individuals
- Wealthfd 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.