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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Pennsylvania
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 31, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Amacher, Turner, Jason | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Amacher, Turner, Jason | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Amacher, Turner, Jason | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Amacher, Turner, Jason | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Amacher, Turner, Jason | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Amacher, Turner, Jason | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Amacher, Turner, Jason | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Amacher, Turner, Jason | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Hogan, Joseph, Benjamin | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| Hogan, Joseph, Benjamin | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| Hogan, Joseph, Benjamin | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| Hogan, Joseph, Benjamin | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| Hogan, Joseph, Benjamin | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| Hogan, Joseph, Benjamin | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| Hogan, Joseph, Benjamin | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| Hogan, Joseph, Benjamin | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| Hogan, Joseph, Benjamin | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| Hogan, Joseph, Benjamin | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| Hogan, Joseph, Benjamin | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| Hogan, Joseph, Benjamin | I | PRESIDENT | E | Control |
| Hogan, Joseph, Benjamin | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| Hogan, Joseph, Benjamin | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| Hogan, Joseph, Benjamin | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| Hogan, Joseph, Benjamin | I | PRESIDENT | E | Control |
| Hogan, Joseph, Benjamin | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| Hogan, Joseph, Benjamin | I | PRESIDENT & CHIEF COMPLIANCE OFFICER | E | Control |
| Hogan, Joseph, Benjamin | I | PRESIDENT | E | Control |
| Hogan, Joseph, Benjamin | I | PRESIDENT | E | Control |
| Hogan, Joseph, Benjamin | I | PRESIDENT | E | Control |
| Hogan, Joseph, Benjamin | I | PRESIDENT | E | Control |
| Hogan, Joseph, Benjamin | I | PRESIDENT | E | Control |
| Hogan, Joseph, Benjamin | I | PRESIDENT | E | Control |
Registrations
Federal
IA
Mar 31, 2025 REGISTERED
Notice Filings (20)
AZ CA CO CT FL GA LA MA MD NC NE NJ NY OH OK PA SC TN TX VA
Address
555 E NORTH LANESUITE 6075
CONSHOHOCKEN, PA 19428
United States
Phone: 215-671-6660