Wealthfd LLC
● SEC registered since 2021CRD 299248SEC# 801-121549Conshohocken, PA
Reg. AUM
$87.8M
Employees
16
Accounts
450
Location
Conshohocken, PA
Wealthfd LLC assets under management
Wealthfd LLC is an SEC-registered investment adviser based in Conshohocken, PA. The firm has been registered since 2021. It reports $87.8 million in regulatory assets under management and employs 16 people.
Wealthfd LLC owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Fd Financial Group LLC Control | Onwer / Holding Company | Over 75% | 2020 |
| Joseph Benjamin Hogan Control | Chief Compliance Officer | Over 75% | 2018 |
| Brittany a. Cirko LLC | Owner | — | 2026 |
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Join to unlock · $37/moFrequently asked questions
How much does Wealthfd LLC manage?
Wealthfd LLC reports $87.8 million in regulatory assets under management on its Form ADV.
How many employees does Wealthfd LLC have?
Wealthfd LLC reports 16 employees.
Where is Wealthfd LLC located?
Wealthfd LLC is based in Conshohocken, PA and has been SEC-registered since 2021.
Does Wealthfd LLC disclose fund performance?
Wealthfd LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 555 E North Lane, Suite 6075, Conshohocken, PA 19428 |
| Phone | 215-671-6660 |
| Office hours | 9a.m. - 5p.m. |
| SEC region | Philadelphia Regional Office (PLRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$87.8M▲ 171%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 94%
Larger than 6% of 16,271 advisers
EmployeesTop 29%
More than 71% of 16,825 advisers
Assets under management
$87.8Mregulatory AUM
Discretionary $77.6MNon-discretionary $10.2M