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WAFRA INC.

NEW YORK, NY · CRD 108673 · IAPD ↗ · wafra.com · 212-759-3700

$29.04BRegulatory AUM
69Advisory reps
158Employees
6Clients
n/aPlanning clients
34Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

40
April 2025 — WAFRA INC. shrank from 76 to 65 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
40
April 2024 — WAFRA INC. added office(s): 1 -> 2 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.