Allison M Kade

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:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 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

• S65 Uniform Investment Adviser Law Examination
  2024-10-31

Designations

• Certified Financial Planner