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WAHED

NEW YORK, NY · CRD 242793 · IAPD ↗ · 1-855-976-4747

$1.29BRegulatory AUM
1Advisory reps
9Employees
0Clients
0Planning clients
0Private funds
52States
3Disclosures
wealthSegment
ApprovedSEC status

Filing changes

55
May 2026 — WAHED's Item 11 disclosure-reporting entries rose by 1 (2 -> 3).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
85
April 2026 — WAHED crossed $1B in regulatory AUM ($842.6M -> $1.14B).
Regulatory AUM crossed $1B. Large-adviser status changes what they need and can afford.
Portfolio / reporting / TAMPCustodianComplianceIntegration & migration consulting
70
April 2025 — WAHED reported RAUM up 61% ($523.6M -> $842.6M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
53
December 2024 — WAHED's Item 11 disclosure-reporting entries rose by 1 (1 -> 2).
Count of Item 11 disclosure-reporting entries increased (regulatory, civil, or criminal history of the firm or its affiliates/supervised persons).
ComplianceMarketing & brand
70
April 2024 — WAHED crossed $500M in regulatory AUM ($346.5M -> $523.6M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

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