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Wealthfd

Conshohocken, PA

CRD 7236293

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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 2023-10-05
  • PA RA
    APPROVED
    Since 2023-10-05

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 Conshohocken PA 09/2020 Present
Saint Josephs University Philadelphia PA 08/2017 05/2021
Saint Josephs University Philadelphia PA 09/2017 08/2020
Target Philadelphia PA 07/2018 11/2019
Sweet Frog Glenn Mills PA 02/2017 05/2019
Chichester High School - Student Boothwyn PA 08/2012 05/2017
  • 09/2020 → Present
    Wealthfd
    Conshohocken, PA
  • 08/2017 → 05/2021
    Saint Josephs University
    Philadelphia, PA
  • 09/2017 → 08/2020
    Saint Josephs University
    Philadelphia, PA
  • 07/2018 → 11/2019
    Target
    Philadelphia, PA
  • 02/2017 → 05/2019
    Sweet Frog
    Glenn Mills, PA
  • 08/2012 → 05/2017
    Chichester High School - Student
    Boothwyn, PA
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC
ARSENAL CAPITAL ADVISORS LLC

Nearby Investors

STEVEN MICHAEL LEHMAN
ANTHONY NICHOLS
RANDOLPH KEVIN BROCK

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · CONSHOHOCKEN, PA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · Conshohocken, PA
ARSENAL CAPITAL ADVISORS LLC · CONSHOHOCKEN, PA

More in Conshohocken, PA

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