WAHED

Legal name: WAHED INVEST LLC

CRD 242793File 801-106499

APPROVED

Retail clients

Disclosure events

Filing as of Jun 15, 2026

Feed vintage Oct 1, 2026

Regulatory AUM

$1.29B

Above cohort median (national)

Discretionary AUM

$248.3M

Non-discretionary $1.04B

Clients

30,683

30,683 accounts

Employees

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
Website: HTTP://WWW.WAHEDINVEST.COM

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, 5G

Compensation

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	Change
Jul 1, 2026	Clients	28,695	30,683	increased by1,988
Jul 1, 2026	AUM	$1,136,879,848	$1,286,549,477	increased by$149,669,629
Jul 1, 2026	Accounts	28,701	30,683	increased by1,982
Apr 1, 2026	Clients	23,287	28,695	increased by5,408
Apr 1, 2026	AUM	$842,599,969	$1,136,879,848	increased by$294,279,879
Apr 1, 2026	Accounts	28,560	28,701	increased by141
May 1, 2025 vs Oct 1, 2022	Employees	5	9	increased by4
May 1, 2025 vs Oct 1, 2022	Disclosures	No	Yes
May 1, 2025 vs Oct 1, 2022	Clients	10,519	23,287	increased by12,768
May 1, 2025 vs Oct 1, 2022	AUM	$277,736,055	$842,599,969	increased by$564,863,914
May 1, 2025 vs Oct 1, 2022	Accounts	10,519	28,560	increased by18,041
Apr 1, 2022	Employees	9	5	decreased by4
Apr 1, 2022	Clients	15,161	10,519	decreased by4,642
Apr 1, 2022	AUM	$147,086,617	$277,736,055	increased by$130,649,438
Apr 1, 2022	Accounts	15,161	10,519	decreased by4,642

On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.

See plans that list “WAHED” as a service provider on 5500mcp →

Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WAHED” may also match similarly-named firms). Confirm identity against each filing.

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.