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Victoria Rachel Abaev

Wealthfd

Conshohocken, PA

CRD 6098041

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Employer firm

Wealthfd CRD 299248

$87.8M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Wealthfd

555 E North Lane Suite 6075, Conshohocken, PA 19428 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2026-06-23
  • PA RA
    APPROVED
    Since 2026-06-23

Branch Locations

555 E North Lane Suite 6075, Conshohocken, PA 19428 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wealthfd, Llc Conshohocken PA 06/2026 Present
Aspiriant New York NY 08/2017 05/2026
Blue Summit Wealth Management La Mesa CA 01/2012 08/2017
  • 06/2026 → Present
    Wealthfd, Llc
    Conshohocken, PA
  • 08/2017 → 05/2026
    Aspiriant
    New York, NY
  • 01/2012 → 08/2017
    Blue Summit Wealth Management
    La Mesa, CA
Designations
  • Certified Financial Planner
Other Names
  • Victoria Rachel Zakinov
  • Victoria Zakinova
  • Victoria Rachel Zakinova
  • Victoria Rachel Abaev

View on SEC IAPD

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