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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM under $100M

WEALTHFD

WEALTHFD LLC, CRD 299248

CONSHOHOCKEN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fee4293e-9f14-fb40-18e6-4ba6227c5ba7

Data as of May 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:27 PM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 5
On other graphs: 0
Observed: May 19, 2021 to May 28, 2026
26 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: independent wealth managerderivedprivate_client_share=0.88 fund_share=0.0 institutional_share=0.12 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $87.8MItem 5.F on the latest filing (2026-05-28); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $77.6M
Private client RAUM: $77.6MderivedItem 5.D individuals plus high net worth individuals
Private client share: 88%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 5
RAUM per advisor: $17.6Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 16
Advisory employees: 3
Offices: 0Schedule D 1.F, beyond the principal office
Accounts: 450
Individual clients: 393
High net worth clients: 13
Custody, client assets: $17.0M
SEC number: 801-121549
CRD: 299248
Filings on the tape: 26
First filed: May 19, 2021
Latest filed: May 28, 2026
Organised: Limited Liability Company, PA

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
Joseph Benjamin Hogan	Certified Financial Planner	CONSHOHOCKEN, PA	4	10	1	no
Ryan DiFabrizio	Certified Financial Planner	CONSHOHOCKEN, PA	3	13	n/a	no
Rose DeFrank	Certified Financial Planner	CONSHOHOCKEN, PA	2	14	n/a	no
Allison M Kade	Certified Financial Planner	CONSHOHOCKEN, PA	0	15	n/a	no
VICTORIA RACHEL ABAEV	Certified Financial Planner	CONSHOHOCKEN, PA	0	14	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
Amacher, Turner, Jason	CHIEF COMPLIANCE OFFICER	Na	yes	12/2022	Dec 20, 2022	Apr 1, 2024
Hogan, Joseph, Benjamin	President	E	yes	10/2018	May 19, 2021	Apr 1, 2024

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
TAXFD LLC	n/a	n/a	n/a	N	yes	n/a

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
Pittsburgh	Pa	United States	1	no

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 5 of 6

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 25, 2026	$87.8M	$77.6M	16	3	1	n/a	n/a
2024	Mar 31, 2025	$61.9M	$54.4M	16	4	1	n/a	n/a
2023	Apr 1, 2024	$32.5M	$32.5M	14	4	1	n/a	n/a
2022	Feb 21, 2023	$19.6M	$19.6M	7	2	1	n/a	n/a
2021	Mar 7, 2022	$13.5M	$13.5M	1	1	1	n/a	n/a

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	2

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	$87.8M	$61.9M	41.8%	$19.6M	65.0%	16	16	0	1

Relationships

Registered with (8)

← VICTORIA RACHEL ABAEVAdvisorregistration: current employment
Jun 23, 2026 to presentfactForm ADV
← Allison M KadeAdvisorregistration: current employment
Jun 8, 2026 to presentfactForm ADV
← Rose DeFrankAdvisorregistration: current employment
Oct 5, 2023 to presentfactForm ADV
← Ryan DiFabrizioAdvisorregistration: current employment
May 19, 2023 to presentfactForm ADV
← Joseph Benjamin HoganAdvisorregistration: current employment
Mar 14, 2022 to presentfactForm ADV
← Andrew David LainoffAdvisorregistration: previous registration
May 15, 2025 to Aug 21, 2025factForm ADV
← Robert Philip WolfeAdvisorregistration: previous registration
Oct 28, 2022 to Apr 4, 2025factForm ADV
← Adam WilkinsAdvisorregistration: previous registration
Apr 5, 2022 to Jul 5, 2022factForm ADV

Controls (2)

← Hogan, Joseph, BenjaminOwnerPRESIDENT, ownership code E, individual
May 19, 2021 to Apr 1, 2024factForm ADV
← Amacher, Turner, JasonOwnerCHIEF COMPLIANCE OFFICER, ownership code NA, individual
Dec 20, 2022 to Apr 1, 2024factForm ADV

Dated events

Occurred
Aug 21, 2025
Advisor changed firm
Andrew David Lainoff left Wealthfd for Vanguard Advisers, Inc. (registered 2025-11-21)
Form ADVobserved 5 days ago
Occurred
Apr 4, 2025
Advisor changed firm
Robert Philip Wolfe left Wealthfd for Healthyfp (registered 2025-06-25)
Form ADVobserved 5 days ago
Occurred
Dec 20, 2022
Control person joined
Jason Turner Amacher (Chief Compliance Officer) appeared on Schedule A of Wealthfd
Form ADVobserved 5 days ago
Occurred
Jul 5, 2022
Advisor changed firm
Adam Wilkins left Wealthfd for Wealth Management Solutions (registered 2022-07-05)
Form ADVobserved 5 days ago
Occurred
May 19, 2021
First Form ADV filing
Wealthfd filed its initial SEC registration (Form ADV)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:fee4293e-9f14-fb40-18e6-4ba6227c5ba7
First observed: May 19, 2021
Last observed: May 28, 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.

WEALTHFD

WEALTHFD LLC, CRD 299248

CONSHOHOCKEN, PA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:fee4293e-9f14-fb40-18e6-4ba6227c5ba7

Data as of May 28, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:27 PM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

Joseph Benjamin Hogan

Certified Financial Planner

CONSHOHOCKEN, PA

Ryan DiFabrizio

Certified Financial Planner

CONSHOHOCKEN, PA

n/a

Rose DeFrank

Certified Financial Planner

CONSHOHOCKEN, PA

n/a

Allison M Kade

Certified Financial Planner

CONSHOHOCKEN, PA

n/a

VICTORIA RACHEL ABAEV

Certified Financial Planner

CONSHOHOCKEN, PA

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

Amacher, Turner, Jason

CHIEF COMPLIANCE OFFICER

yes

12/2022

Dec 20, 2022

Apr 1, 2024

Hogan, Joseph, Benjamin

President

yes

10/2018

May 19, 2021

Apr 1, 2024

Related person

Type

Class on the graph

Its RAUM

Control

Common control

State

TAXFD LLC

n/a

yes

n/a

City

State

Country

Employees

Also broker-dealer

Pittsburgh

United States

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 25, 2026

$87.8M

$77.6M

n/a

2024

Mar 31, 2025

$61.9M

$54.4M

n/a

2023

Apr 1, 2024

$32.5M

n/a

2022

Feb 21, 2023

$19.6M

n/a

2021

Mar 7, 2022

$13.5M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$87.8M

$61.9M

41.8%

$19.6M

65.0%