Investment adviser · CRD 242793
WAHED
Investment adviser filing (IA)
WAHED INVEST LLC
NEW YORK, NY, United States · Form ADV filed Jun 15, 2026
- Regulatory AUM
- $1.29B Form ADV · Item 5.F
- Client accounts
- 30,683 Accounts, not individual clients
- Employees
- 9 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Investment companies | 3 | $1,038,207,327 | 80.7% |
| Individuals | 30,377 | $213,539,418 | 16.6% |
| High-net-worth individuals | 300 | $33,652,973 | 2.6% |
| Corporations & businesses | 3 | $1,149,759 | 0.1% |
Filing source
Form ADV 2113342 · Jun 15, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Jun 15, 2026. View historical filings
Reported services
Individual portfolio management · Investment company portfolio management · Business portfolio management
Compensation
Percentage of assets
Principal office
27 EAST 28TH STREET, 8TH FLOORNEW YORK, NY, 10016, United States
CRD 242793
Filing source
Form ADV 2113342 · Jun 15, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.