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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wealthfd LLC
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|---|---|
| CRD # | 299248 |
| SEC # | 801-121549 |
| CIK # | |
| AUM | $61.9 M (2025-03-31) |
| Employees | 16 (25% Investors, 0% Brokers) |
| Phone | 215-671-6660 |
| Address | 555 E North Lane Conshohocken, PA 19428 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 241 | 32.1 |
| (b) Individuals (high net worth individuals) | 12 | 22.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 35 | 7.5 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,562 | 61.9 |
| By Discretionary | ||
| Discretionary | 1,301 | 54.4 |
| Non-Discretionary | 261 | 7.5 |
| Total | 1,562 | 61.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 61.9 | |
| Total | 1,562 | 61.9 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Wright Private Asset Management LLC
✚
|
CT | 0.1 |
|
Stewardship Partners Investment Counsel Inc
✚
|
0.1 | |
|
World Capital Advisors LLC
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|
CO | 0.1 |
|
C & C Financial Services Inc
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|
NY | 0.1 |
|
Steward Advisors Group LLC
✚
|
NY | 0.1 |
|
Philadelphia Partners Capital Management LLC
✚
|
PA | 0.1 |
|
BPBI LLC
✚
|
NY | 0.1 |
|
Hayden Capital LLC
✚
|
CA | 0.1 |
|
Smart Steps Wealth Management LLC
✚
|
MO | 0.1 |
|
Messina Wealth Management LLC
✚
|
TX | 0.1 |