| Name | Title | Ownership | Since |
|---|---|---|---|
| Joseph Benjamin Hogan Control | President | Over 75% | 2018 |
| Turner Jason Amacher Control | Chief Compliance Officer | Under 5% | 2022 |
Wealthfd LLC reports $61.9 million in regulatory assets under management on its Form ADV.
Wealthfd LLC reports 16 employees.
Wealthfd LLC is based in Conshohocken, PA and has been SEC-registered since 2021.
Wealthfd LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $54.4M |
| Non-discretionary | $7.5M |
| Total (RAUM) | $61.9M |