WEALTHFD

RIASEC RegisteredEst. 2021

Total AUM

$87.8M

Discretionary

$77.6M

88% of AUM

Avg account

$195K

Accounts

450

Employees

Advisory reps

Firm details

Headquarters: CONSHOHOCKEN, Pennsylvania
CRD number: 299248
Registered since: August 9, 2021
Website: www.wealthfd.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals55.67%
HNWI32.72%
Pension & Profit Sharing Plans11.6%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Wealthfd is an independent registered investment adviser organized as an LLC and SEC-registered in 2021. The firm serves both individual and family clients as well as institutional clients, and it functions as a capital allocator — sourcing outside managers and funds on clients' behalf. Service lines listed on its ADV include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and the selection of other advisers. The firm also identifies accounting among its business activities and notes that it is an active ESG investor. Its fee arrangements are flexible, including percentage-of-AUM billing alongside hourly and fixed-fee engagements.