Allison M Kade

Current Employers

Wealthfd

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

Current Registrations

Authority	Category	Status	Date
PA	RA	APPROVED	2026-06-08

PA RA
APPROVED

Since 2026-06-08

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

Organization	City	State	From	To
Wealthfd, Llc	Conshohocken	PA	05/2025	06/2026
Contented Content Llc	Elkins Park	PA	06/2018	Present
Fabric Technologies, Llc	Brooklyn	NY	06/2018	09/2021
Morgan Stanley	New York	NY	01/2017	05/2018
Wealthfd, Llc	Conshohocken	PA	06/2026	Present
Self Employed	Elkins Park	PA	10/2010	04/2018

05/2025 → 06/2026

Wealthfd, Llc

Conshohocken, PA
06/2018 → Present

Contented Content Llc

Elkins Park, PA
06/2018 → 09/2021

Fabric Technologies, Llc

Brooklyn, NY
01/2017 → 05/2018

Morgan Stanley

New York, NY
06/2026 → Present

Wealthfd, Llc

Conshohocken, PA
10/2010 → 04/2018

Self Employed

Elkins Park, PA

Other Businesses

Contented Content, LLC; Not investment related; 8203 Aspen Way Elkins Park, PA, 19027; Content creation; Managing Editor / CEO; Managing Editor / CEO; June 1, 2018; 64 Total hours per month; 40 hours during securities trading hours;

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2024-10-31

S65 Uniform Investment Adviser Law Examination

2024-10-31

Designations

View on SEC IAPD

Current Employers

Wealthfd

Disclosures

Employment History

Other Businesses

Exams

Designations

Other Firms

Other Investors

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