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W••••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserother adviserSEC registeredRAUM 1b 10b

W••••

W•••• I••••• LLC, CRD 242793

NEW YORK, NY

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Search this name across graphsid dfx:ria:9b1f67de-dd8b-5618-73b9-415016301d7a

Data as of Jun 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 12:36 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 7
On other graphs: 0
Observed: Jul 30, 2015 to Jun 15, 2026
40 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: other adviserderivedprivate_client_share=0.19 fund_share=0.81 institutional_share=0.0 related_bd=true related_bank=false bd_reps=0.0
Regulatory AUM: $1.3BItem 5.F on the latest filing (2026-06-15); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $248M
Private client RAUM: $247MderivedItem 5.D individuals plus high net worth individuals
Private client share: 19%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 1
RAUM per advisor

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
E•••• F••••••••	n/a	Brooklyn, NY	2	10	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
W•••• I•••	SOLE MEMBER	E	yes	03/2017	Apr 6, 2017	Nov 20, 2024
W••••••• J•••••• A•••••	Shareholder	C	yes	03/2017	Jul 30, 2015

Affiliates (Item 7.A)

as filed on Item 7.A; a related person with a CRD on the graph links to its own page

Related person	Type	Class on the graph	Its RAUM	Control	Common control	State
W•••• I••••• L••••••	n/a	n/a	n/a	N	yes	n/a
W•••• I••••• L••	n/a	n/a	n/a	N	yes	n/a
W•••• L••••••

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line; showing 11 of 12

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
0	0	0	0.0%	0	0	0	0	0

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$1.3B	$843M	52.7%	$347M	54.8%	9	9	0	0

Relationships

Registered with (2)

← E•••• F••••••••Advisorregistration: current employment
Aug 7, 2024 to presentfactForm ADV
← Haitham Al-SayedAdvisorregistration: previous registration
Jun 10, 2022 to Apr 27, 2023factForm ADV

Owns (3)

← A••••• N•••••OwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Mar 22, 2024 to Nov 20, 2024factForm ADV
← A••••••••• M•••

Dated events

Occurred
Mar 30, 2026
Regulatory AUM changed
Wahed reported RAUM $1.1B, up 35% from $842.6M (2025-10-14 to 2026-03-30)
Form ADVobserved 6 days ago
$294M
Occurred
Apr 4, 2025
Regulatory AUM changed
Wahed reported RAUM $842.6M, up 61% from $523.6M (2024-11-20 to 2025-04-04)
Form ADVobserved 6 days ago
$319M
Occurred
Mar 20, 2024
Regulatory AUM changed
Wahed reported RAUM $523.6M, up 51% from $346.5M (2023-08-03 to 2024-03-20)
Form ADVobserved 6 days ago
$177M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:9b1f67de-dd8b-5618-73b9-415016301d7a
First observed: Jul 30, 2015
Last observed: Jun 15, 2026 3 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.