# WealthFD

WealthFD is a Bank / Wealth / Trust based in Conshohocken, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Conshohocken, United States
- **Region:** North America
- **Address:** Conshohocken, PA, United States
- **Founded:** 2018
- **Assets under management:** Undisclosed
- **Website:** wealthfd.com
- **LinkedIn:** https://www.linkedin.com/company/wealthfd

## Regulatory record

- **CRD number:** 299248
- **SEC file number:** 801-121549
- **Registration status:** Registered
- **Reports private funds:** No

## About

WealthFD was established in 2018 and operates as a registered investment advisor (RIA) in Conshohocken, Pennsylvania. The firm provides portfolio management, financial planning, and wealth management services to individuals, high-net-worth individuals, and retirement plans. No named principals or wealth-origin narratives are in the public record. WealthFD's core offering revolves around discretionary portfolio management and financial planning for local clients. Specific asset-class allocations, named portfolio holdings, or fund structures are not publicly disclosed. No direct investments, co-investments, or club-deal participation are documented in available public records. The firm maintains a single office in Conshohocken, a northwestern suburb of Philadelphia. No headcount, AUM, or cumulative deployment figures are available. No philanthropic vehicles, adjacent operating companies, or peer-network memberships have been identified in public filings or the firm's limited online presence. WealthFD's structural distinction lies in its geography and charter. Its regulatory posture as a state-registered or SEC-registered advisor (Pennsylvania is the relevant jurisdiction) defines its compliance perimeter, but no public enforcement history or ADV filing details are available to confirm exact registration tier.

## Questions

### How is WealthFD regulated?

WealthFD operates as a registered investment advisor. The firm's regulatory filings are accessible through the SEC's Investment Adviser Public Disclosure database. Its exact registration tier — state or SEC — depends on its regulatory assets under management, which the firm does not publicly disclose.

### Does WealthFD serve as a fiduciary to its clients?

As a registered investment advisor, WealthFD has a fiduciary duty to its advisory clients under the Investment Advisers Act of 1940. This requires the firm to act in clients' best interests and disclose any material conflicts of interest. The specific language of its client agreements is not public.

## Related profiles

- [WealthEdge](https://altss.com/profile/wealthedge)
- [Wealthfront](https://altss.com/profile/wealthfront)

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Updated: 2026-08-11T02:43:31.692Z

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