Overview
Assets Under Management: $843 million
Headquarters: NEW YORK, NY
High-Net-Worth Clients: 27
Average Client Assets: $27,053
Frequently Asked Questions
WAHED INVEST LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #242793), WAHED INVEST LLC is subject to fiduciary duty under federal law.
WAHED INVEST LLC is headquartered in NEW YORK, NY.
WAHED INVEST LLC serves 27 high-net-worth clients according to their SEC filing dated August 05, 2025. View client details ↓
According to their SEC Form ADV, WAHED INVEST LLC offers portfolio management for individuals, portfolio management for businesses, and portfolio management for institutional clients. View all service details ↓
WAHED INVEST LLC manages $843 million in client assets according to their SEC filing dated August 05, 2025.
According to their SEC Form ADV, WAHED INVEST LLC serves high-net-worth individuals, businesses, and institutional clients. View client details ↓
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Companies, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 27
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 0.09
Average High-Net-Worth Client Assets: $27,053
Total Client Accounts: 28,560
Discretionary Accounts: 28,558
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 242793
Filing ID: 2007933
Last Filing Date: 2025-08-05 16:09:00
Website: https://wahed.com