WEALTHFD LLC
Legal name: WEALTHFD
CRD #299248 SEC #801-121549 CONSHOHOCKEN, PA 215-671-6660
SEC Registered
Total AUM
$61.9M
Discretionary
$54.4M
Employees
16
Clients
251
Accounts
1,562
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $61.9M | $54.4M | $7.5M | 16 | 5 |
| Feb 2025 | $32.5M | $32.5M | $0 | 14 | 36 |
| Apr 2024 | $32.5M | $32.5M | $0 | 14 | 36 |
| Oct 2023 | $19.6M | $19.6M | $0 | 7 | 0 |
| Sep 2023 | $19.6M | $19.6M | $0 | 7 | 0 |
| May 2023 | $19.6M | $19.6M | $0 | 7 | 0 |
| Feb 2023 | $19.6M | $19.6M | $0 | 7 | 0 |
| Dec 2022 | $17.7M | $17.7M | $0 | 7 | 100 |
| Nov 2022 | $17.7M | $17.7M | $0 | 7 | 100 |
| Nov 2022 | $13.5M | $13.5M | $0 | 7 | 100 |
| Nov 2022 | $13.5M | $13.5M | $0 | 7 | 100 |
| Sep 2022 | $13.5M | $13.5M | $0 | 6 | 100 |
| Aug 2022 | $13.5M | $13.5M | $0 | 1 | 100 |
| Jul 2022 | $13.5M | $13.5M | $0 | 1 | 100 |
| Apr 2022 | $13.5M | $13.5M | $0 | 2 | 100 |
| Mar 2022 | $13.5M | $13.5M | $0 | 1 | 100 |
| Feb 2022 | $9.6M | $9.6M | $0 | 1 | 0 |
| Oct 2021 | $9.6M | $9.6M | $0 | 1 | 0 |
| Aug 2021 | $9.6M | $9.6M | $0 | 1 | 0 |
| Aug 2021 | $9.6M | $9.6M | $0 | 1 | 0 |
| Jul 2021 | $9.6M | $9.6M | $0 | 1 | 0 |
| Jul 2021 | $9.6M | $9.6M | $0 | 1 | 0 |
| Jun 2021 | $9.6M | $9.6M | $0 | 1 | 0 |
| May 2021 | $9.6M | $9.6M | $0 | 1 | 0 |
DateMar 2025
Total AUM$61.9M
Discretionary$54.4M
Non-Disc.$7.5M
Employees16
Clients5
DateFeb 2025
Total AUM$32.5M
Discretionary$32.5M
Non-Disc.$0
Employees14
Clients36
DateApr 2024
Total AUM$32.5M
Discretionary$32.5M
Non-Disc.$0
Employees14
Clients36
DateOct 2023
Total AUM$19.6M
Discretionary$19.6M
Non-Disc.$0
Employees7
Clients0
DateSep 2023
Total AUM$19.6M
Discretionary$19.6M
Non-Disc.$0
Employees7
Clients0
DateMay 2023
Total AUM$19.6M
Discretionary$19.6M
Non-Disc.$0
Employees7
Clients0
DateFeb 2023
Total AUM$19.6M
Discretionary$19.6M
Non-Disc.$0
Employees7
Clients0
DateDec 2022
Total AUM$17.7M
Discretionary$17.7M
Non-Disc.$0
Employees7
Clients100
DateNov 2022
Total AUM$17.7M
Discretionary$17.7M
Non-Disc.$0
Employees7
Clients100
DateNov 2022
Total AUM$13.5M
Discretionary$13.5M
Non-Disc.$0
Employees7
Clients100
DateNov 2022
Total AUM$13.5M
Discretionary$13.5M
Non-Disc.$0
Employees7
Clients100
DateSep 2022
Total AUM$13.5M
Discretionary$13.5M
Non-Disc.$0
Employees6
Clients100
DateAug 2022
Total AUM$13.5M
Discretionary$13.5M
Non-Disc.$0
Employees1
Clients100
DateJul 2022
Total AUM$13.5M
Discretionary$13.5M
Non-Disc.$0
Employees1
Clients100
DateApr 2022
Total AUM$13.5M
Discretionary$13.5M
Non-Disc.$0
Employees2
Clients100
DateMar 2022
Total AUM$13.5M
Discretionary$13.5M
Non-Disc.$0
Employees1
Clients100
DateFeb 2022
Total AUM$9.6M
Discretionary$9.6M
Non-Disc.$0
Employees1
Clients0
DateOct 2021
Total AUM$9.6M
Discretionary$9.6M
Non-Disc.$0
Employees1
Clients0
DateAug 2021
Total AUM$9.6M
Discretionary$9.6M
Non-Disc.$0
Employees1
Clients0
DateAug 2021
Total AUM$9.6M
Discretionary$9.6M
Non-Disc.$0
Employees1
Clients0
DateJul 2021
Total AUM$9.6M
Discretionary$9.6M
Non-Disc.$0
Employees1
Clients0
DateJul 2021
Total AUM$9.6M
Discretionary$9.6M
Non-Disc.$0
Employees1
Clients0
DateJun 2021
Total AUM$9.6M
Discretionary$9.6M
Non-Disc.$0
Employees1
Clients0
DateMay 2021
Total AUM$9.6M
Discretionary$9.6M
Non-Disc.$0
Employees1
Clients0