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| Wahed Invest LLC
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|
|---|---|
| CRD # | 242793 |
| SEC # | 801-106499 |
| CIK # | 0001763146 |
| AUM | $1.3 B (2026-06-15) |
| Employees | 9 (11% Investors, 0% Brokers) |
| Phone | 855-976-4747 |
| Address | 27 East 28th Street, 8th Floor New York, NY 10016 |
| Source | [IAPD] [EDGAR] [Website] [Instagram] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 95.7 | ||
| Microsoft Corp | 69.6 | ||
| Alphabet Inc | 42.5 | ||
| Broadcom Inc | 36.0 | ||
| Alphabet Inc | 34.5 | ||
| Facebook Inc | 32.0 | ||
| Tesla Motors Inc | 27.2 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 21.1 | ||
| Lilly Eli & Co | 18.6 | ||
| Johnson & Johnson | 14.8 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 30,377 | 213.5 |
| (b) Individuals (high net worth individuals) | 300 | 33.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 3 | 1,038.2 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 3 | 1.1 |
| (n) Other | 0 | 0.0 |
| Total | 30,683 | 1,286.5 |
| By Discretionary | ||
| Discretionary | 30,680 | 248.3 |
| Non-Discretionary | 3 | 1,038.2 |
| Total | 30,683 | 1,286.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,286.5 | |
| Total | 30,683 | 1,286.5 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001763146] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Biondo Investment Advisors LLC
✚
|
PA | 1.3 |
|
Woodstock Corporation
✚
|
MA | 1.3 |
|
Silicon Valley Capital Partners LP
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|
CA | 1.3 |
|
IBEX Wealth Advisors LLC
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FL | 1.3 |
|
Bigsur Wealth Management LLC
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|
FL | 1.3 |
|
Capital Advantage Inc
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CA | 1.3 |
|
North Pier Fiduciary Management LLC
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|
CA | 1.3 |
|
Pettinga Financial Advisors LLC
✚
|
IN | 1.3 |
|
Urban Financial Advisory Corp
✚
|
IL | 1.3 |
|
Promethos Capital LLC
✚
|
MA | 1.3 |