Wealthfd
Wealthfd is an SEC-registered mass-market adviser in Conshohocken, PA with $87.8M assets under management (AUM, regulatory AUM), +42% over one year. See who owns Wealthfd: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 299248, SEC 801-121549, data through 2026-05-28.
- AUM (assets under management / regulatory AUM)
- $87.8M (2026-05-28)
- Firm type
- Mass-Market Adviser
- Location
- Conshohocken, PA
- Employees
- 16
- Clients
- 450
- CRD
- 299248
- Ownership
- Hogan, Joseph, Benjamin; Amacher, Turner, Jason; R.J. DEFRANK LLC; BRITTANY A. CIRKO LLC; HOGAN SOROS CARGILL ORLEANS ROTHSCHILD PATEL LLC
How much AUM does Wealthfd have?
Wealthfd reported $87.8M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-28).
Who owns Wealthfd?
Disclosed owners and executives of Wealthfd include Hogan, Joseph, Benjamin, Amacher, Turner, Jason, R.J. DEFRANK LLC, BRITTANY A. CIRKO LLC, HOGAN SOROS CARGILL ORLEANS ROTHSCHILD PATEL LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.