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WAHED
Legal name: WAHED INVEST LLC
CRD 242793File 801-106499
APPROVED
Retail clients
Disclosure events
Filing as of Jun 15, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.29B
Above cohort median (national)
Discretionary AUM
$248.3M
Non-discretionary $1.04B
Clients
30,683
30,683 accounts
Employees
9
Above cohort median in NY
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- NYRO
- Registration date
- Aug 7, 2015
- Principal office
- 27 EAST 28TH STREET, 8TH FLOOR, NEW YORK, NY, 10016
- Phone
- 1-855-976-4747
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.29B
- Discretionary AUM
- $248.3M
- Non-discretionary AUM
- $1.04B
- Discretionary accounts
- 30,680
- Non-discretionary accounts
- 3
- Total accounts
- 30,683
- AUM per client
- $42K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 3 | $1.1M |
| Investment companies | 3 | $1.04B |
| High net worth individuals | 300 | $33.7M |
| Individuals (other than high net worth individuals) | 30,377 | $213.5M |
Compensation & activities
ADV Items 5E, 5GCompensation
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for investment companies
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11C5
- Q11D2
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.