# Wealthfd

> Wealthfd is an SEC-registered investment advisory firm in Conshohocken, PA, registered since 2021, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 28, 2026.

- CRD: 299248
- Filed as: WEALTHFD
- Legal name: Wealthfd LLC
- Also doing business as: BETTERMENT FOR DENTISTS
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Conshohocken, PA
- Filing period: October 2026
- Form ADV filing dated: May 28, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299248
- AdvisorCensus page: https://advisorcensus.com/firm/wealthfd-conshohocken-pa-299248

## Quick answers

**How is Wealthfd compensated?**
On its Form ADV (Item 5.E, October 2026), Wealthfd reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Wealthfd located?**
Wealthfd's principal office is in Conshohocken, PA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Wealthfd registered with the SEC or a state?**
Wealthfd is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 299248.

**How much does Wealthfd manage?**
Wealthfd reports $87,833,546 in regulatory assets under management in its Form ADV filing dated May 28, 2026 (88% discretionary).

**How have Wealthfd's assets and staff changed since 2021?**
In the Form ADV data for Wealthfd: Regulatory assets under management: $9,635,851 in the October 2021 data and $87,833,546 in the October 2026 data, up 812%. Total employees: 1 in October 2021 and 16 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealthfd serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (393); pension and profit sharing plans (but not the plan participants or government pension plans) (44); high net worth individuals (13).

**Which custodians does Wealthfd use?**
Wealthfd's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Wealthfd report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299248

**What changed in Wealthfd's recent Form ADV filings?**
In the June 2026 filing data: No longer lists an office in Pittsburgh, PA. Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $87,833,546
- Discretionary: $77,640,468
- Non-discretionary: $10,193,078

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 393 | $48,898,676 |
| High net worth individuals | 13 | $28,741,792 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 44 | $10,193,078 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2021 (5 years)
- Employees: 16 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, CO, FL, GA, LA, MA, MD, NC, NE, NJ, NY, OH, PA, SC, TN, TX, VA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Pittsburgh, PA

### Websites listed on Form ADV (Item 1.I)
- wealthfd.com
- LinkedIn @wealthfd

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $9,635,851 | 1 | August 12, 2021 |
| October 2022 | $13,475,676 | 6 | September 28, 2022 |
| October 2023 | $19,563,507 | 7 | September 28, 2023 |
| October 2024 | $32,459,959 | 14 | April 1, 2024 |
| October 2025 | $61,947,922 | 16 | March 31, 2025 |
| October 2026 | $87,833,546 | 16 | May 28, 2026 |

Regulatory assets under management: $9,635,851 in the October 2021 data and $87,833,546 in the October 2026 data, up 812%.
Total employees: 1 in October 2021 and 16 in October 2026.

## Changes in the filing (last 12 months)

### June 2026
- No longer lists an office in Pittsburgh, PA.
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Employees performing advisory functions went from 4 to 3.
- Regulatory assets under management went from $61,947,922 to $87,833,546 (+42%).
- Updated its list of owners and control persons (Schedule A).

### January 2026
- No longer registered or notice-filed in CT.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealthfd (CRD 299248): Form ADV filing data as of October 2026.