{"@context":{"@vocab":"https://schema.org/"},"@type":"FinancialService","@id":"https://api.ai-analytics.org/adviser/299248#adviser","name":"WEALTHFD LLC","alternateName":"WEALTHFD","identifier":[{"@type":"PropertyValue","propertyID":"CRD number","value":"299248"},{"@type":"PropertyValue","propertyID":"SEC file number","value":"801-121549"}],"address":{"@type":"PostalAddress","addressLocality":"CONSHOHOCKEN","addressRegion":"PA","postalCode":"19428","addressCountry":"United States"},"url":"https://www.linkedin.com/company/wealthfd","description":"WEALTHFD LLC is a Registered Investment Adviser based in CONSHOHOCKEN, PA. Reports $87,833,546 in regulatory assets under management. No Form ADV Item 11 disciplinary disclosures reported.","additionalProperty":[{"@type":"PropertyValue","propertyID":"Adviser type","value":"Registered Investment Adviser"},{"@type":"PropertyValue","propertyID":"SEC status","value":"Approved"},{"@type":"PropertyValue","propertyID":"Regulatory AUM (USD)","value":87833546},{"@type":"PropertyValue","propertyID":"Number of accounts","value":450},{"@type":"PropertyValue","propertyID":"Employees","value":16},{"@type":"PropertyValue","propertyID":"Private funds managed","value":0}],"sameAs":["https://adviserinfo.sec.gov/firm/summary/299248","https://reports.adviserinfo.sec.gov/reports/ADV/299248/PDF/299248.pdf"],"isAccessibleForFree":true,"license":"https://creativecommons.org/publicdomain/zero/1.0/","_source":{"data_provider":"AI Analytics","data_provider_url":"https://api.ai-analytics.org","license":"https://creativecommons.org/publicdomain/zero/1.0/","primary_source":"https://adviserinfo.sec.gov/","primary_source_dataset":"https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-advisers","generated_at":"2026-07-01T10:24:24.899Z"}}