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WEALTHFD

CONSHOHOCKEN, PA · CRD 299248 · IAPD ↗ · 215-671-6660

$87.8MRegulatory AUM
3Advisory reps
16Employees
5Clients
251-500Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — WEALTHFD reported RAUM up 42% ($61.9M -> $87.8M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
65
April 2026 — WEALTHFD now reports custody of client assets ($17.0M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian
44
April 2025 — WEALTHFD notice-filed in OH, SC.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
70
April 2025 — WEALTHFD reported RAUM up 91% ($32.5M -> $61.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
46
April 2024 — WEALTHFD notice-filed in CO, NE, TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
58
April 2024 — WEALTHFD reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
67
April 2024 — WEALTHFD grew from 2 to 4 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
68
April 2024 — WEALTHFD reported RAUM up 66% ($19.6M -> $32.5M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

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