SourcingSourcing

WEALTHFD LLC

C34
CRD 299248·SEC 801-121549·CONSHOHOCKEN, PA
AUM
$87.8M
$25M-$100M
Est. Revenue
$878K
@ 1% on AUM
Est. EBITDA
$264K
@ 30% margin
Est. Deal Value
$2.1M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
WEALTHFD LLC
CRD
299248
SEC file #
801-121549
EIN
—
DBA names
Wealthfd

Economics

AUM
$87.8M
AUM band
$25M-$100M
AUM trajectory
'22'26
$9.6M → $87.8M▲ +812%
Client mix
Individuals Other393
Pension Profit Sharing Plans44
Individuals High Net Worth13

Operations

Employees (total)
16
Advisory staff (per ADV)
3
Advisory staff (5-yr trend)
'22'26
1 advisors → 3 advisors▲ +200%
Primary office
CONSHOHOCKEN PA
Branches
—

Custodian & Brokerage

Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsPortfolio mgmt — businessesPension consulting
Fee basis
% of AUMHourly chargesFixed fees

Filings

Latest ADV filing
03/25/2026
ADV-W filed at
—
Website
linkedin.com/company/wealthfd(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
HOGAN SOROS CARGILL ORLEANS
Top Owner Pct
87.5
Top Owner Entity Kind
DE
Owner Count
2
Control Persons
HOGAN SOROS CARGILL ORLEANS
Hogan, Joseph, Benjamin
Solo Advisor Indicator
No
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
Yes

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:wealthfd.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Compliance & brand

Firm Registration Status
active

All other collected signals (8)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
3
Bc Firm IAR Count
3
Custodian Candidates
Full
Charles Schwab6
E*trade4
Firm Has Custody
Yes
Mailing Office Differs
No
Trust Company Affiliate
No

People (3)

3
Hogan, Joseph, Benjamin
IAR · Direct Owner · 87.5%
6968346
Rose DeFrank
IAR
7236293
Ryan DiFabrizio
IAR
7119766