WEALTHFD

Legal name: WEALTHFD LLC

CRD 299248File 801-121549

APPROVED

Retail clients

Custody

Filing as of May 28, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$87.8M

Bottom 25% of cohort (national)

Discretionary AUM

$77.6M

Non-discretionary $10.2M

Clients

450

450 accounts

Employees

Bottom 25% of cohort in PA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: PLRO
Registration date: Aug 9, 2021
Principal office: 555 E NORTH LANE, SUITE 6075, CONSHOHOCKEN, PA, 19428
Phone: 215-671-6660
Website: https://www.linkedin.com/company/wealthfd

Assets & accounts

ADV Item 5F

Total regulatory AUM: $87.8M
Discretionary AUM: $77.6M
Non-discretionary AUM: $10.2M
Discretionary accounts: 406
Non-discretionary accounts: 44
Total accounts: 450
AUM per client: $195K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	13	$28.7M
Pension and profit sharing plans	44	$10.2M
Individuals (other than high net worth individuals)	393	$48.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Financial planning services
Selection of other advisers
Portfolio management for other
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
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

This firm answered no to every Item 11 disclosure question in this filing.

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.