WEALTHFD
WEALTHFD LLC Legal Name
Adviser information for WEALTHFD last updated from Form ADV on October 16th, 2023. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
| Type of Organization | Limited Liability Company |
|---|---|
| Fiscal Year End | DECEMBER |
| Legal Location | New Jersey, United States |
Employees
| Total Number of Employees | 7 |
|---|---|
| Investment Advisory/Research | 2 |
| Registered Broker-Dealer Representatives | 0 |
| Registered State Investment Advisers | 2 |
| Licensed Agents of an Insurance Company | 0 |
| No. of Firms/People that Solicit Clients | 0 |
RAUM
| Provides Management of Securities Portfolios | Yes |
|---|
| Type | Accounts | RAUM |
|---|---|---|
| Discretionary | 824 | $19.6M |
| Non-Discretionary | 0 | $0 |
| Total | 824 | $19.6M |
Clients
| Type | Number | RAUM |
|---|---|---|
| Individuals | 279 | $15.6M |
| HNW Individuals | <5 | $3.3M |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles | 0 | $0 |
| Pension and profit sharing plans | 8 | $642,531 |
| Charitable organizations | 0 | $0 |
| State or municipal gov entities | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses | 0 | $0 |
| Other | 0 | $0 |
| Type | Number |
|---|---|
| No. of Non-RAUM Clients | 0 |
| No. of Non-U.S. Clients | 0 |
| No. of Financial Planning Clients | 101-250 |
Services
| Advisory Services | Financial planningPortfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clientsPension consulting servicesSelection of other advisers (including private fund managers) |
|---|---|
| Compensation | % of AUMHourly chargesFixed feesPERCENTAGE OF INVESTABLE ASSETS/TPMM |
Identifiers
| SEC RIA File Number | 801-121549 |
|---|---|
| SEC ERA File Number | 801-121549 |
| SEC CIK Numbers | None |
| SEC CRD Numbers | 299248 |
| Legal Entity Identifier | None |
Principal Office
555 E NORTH LANESUITE 6075
CONSHOHOCKEN
PA
United States
BY APPOINTMENT ONLY, BY APPOINTMENT ONLY
Tel: 215-671-6660, Fax: None
Chief Compliance Officer
TURNER JASON AMACHER
111 E HECTOR STREET
SUITE 393
CONSHOHOCKEN
PA
United States
Tel:
(484) 943-0849
T*******@***********M
(Full email address available in API data)
Regulatory Contact
JOSEPH HOGAN
PRESIDENT
111 E HECTOR STREET
SUITE 393
CONSHOHOCKEN
PA
United States
Tel:
(609) 369-1373
J*****@***********M
(Full email address available in API data)
Industry Affiliates
| TAXFD LLC | Accountant or accounting firm |
Private Funds
| Name | Type | Assets $USD | Min Investment $USD | No. Owners |
|---|
None
Control Persons
| Name | Type | Entity | Title | Since | Ownership |
|---|---|---|---|---|---|
| Hogan, Joseph, Benjamin | Individual | – | PRESIDENT | 10/2018 | > 75% |
| Amacher, Turner, Jason | Individual | – | CHIEF COMPLIANCE OFFICER | 12/2022 | < 5% |