Wahed
New York, NY·SEC-registered · CRD #242793
Wahed is an SEC-registered investment advisory firm in New York, NY managing $1.3B across 31k client accounts, with 1 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.3B
Client accounts
31k
Advisory staff
1
Fee model
Fee-only
How Wahed is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Wahed
How much does Wahed manage?
Per its most recent SEC Form ADV filing (06/15/2026), Wahed reports $1.3B in regulatory assets under management across roughly 31k client accounts.
How does Wahed charge?
Wahed is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Wahed a fiduciary?
Yes. Wahed is registered with the U.S. Securities and Exchange Commission (CRD #242793), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Wahed taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Wahed and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Wahed's public SEC Form ADV filing (CRD #242793, filed 06/15/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Wahed. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Wahed? Claim this profile.