Wahed

RIASEC RegisteredEst. 2015

Total AUM

$1.1B

Discretionary

$202M

18% of AUM

Avg account

$39.6K

Accounts

28,701

Employees

Advisory reps

Firm details

Headquarters: New York, New York
CRD number: 242793
Registered since: August 7, 2015
Website: www.wahed.com
Custodians: APEX CLEARING CORPORATION
Fee structure: Percentage of AUM
Client types: Investment Companies82.21%
Individuals16.37%
HNWI1.34%
Corporations / Businesses0.08%
Services: Portfolio Management for IndividualsPortfolio Management for Investment CompaniesPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Wahed operates as a limited liability company that registered with the SEC in 2015. The firm manages portfolios for individuals and small businesses, investment companies, and institutional or business clients on a fee basis tied to assets under management. Its client mix includes both retail and institutional relationships. Wahed identifies as an active ESG investor and reports involvement in a range of advisory activities; it also appears in industry roles beyond advice, including acting as sponsor, general partner, or managing member for pooled investment vehicles.