Wahed
Wahed is a Shariah-screened robo-adviser: from $100, Wahed Invest LLC places US clients in portfolios built mostly from ETFs it advises or sub-advises, for 0.49% a year plus a $60 annual fee below $100,000, which makes small accounts expensive. The SEC sanctioned the adviser in 2022 and 2024 over marketing and an undisclosed conflict in seeding its own ETF with client money, and a small Regulation A real estate line sits alongside.
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Platform Identity
- Website
- wahed.com
- Headquarters
- New York, NY, US
- Founded
- 2015
- Parent
- Wahed Inc. (New York). US subsidiaries: Wahed Invest LLC (SEC-registered investment adviser, CRD 242793, SEC 801-106499; adviser to the Wahed FTSE USA Shariah ETF (HLAL) and Wahed Dow Jones Islamic World ETF (UMMA) in Listed Funds Trust, sub-adviser to the KraneShares Wahed Shariah Alternative Income Index ETF (KWIN)); Wahed Financial LLC (manager of Wahed Real Estate Series 1 LLC, CIK 2033610, and Wahed Real Estate Fund I LLC, CIK 2092195). Affiliates abroad in the UK (Wahed Invest Ltd, FCA FRN 833225), Malaysia, UAE (ADGM) and elsewhere. Group CEO Mohsin Siddiqui; founder and chairman Junaid Wahedna.
- Platform type
- Shariah-Screened Robo-Adviser and ETF Sponsor, with Regulation A Single-Family Rental Offerings
- Regulatory
- sec_registered_ia
- Eligibility
- retail
AltStreet Coverage
- Review status
- Published
- Coverage type
- Investment platform
- Review date
- Oct 27, 2026
- Last updated
- Oct 28, 2026
- Composite score
- 5.3
Key Data Points
- EDGAR-linked offerings
- 5
- Filing-verified raised
- $5.18M
Auditors of Record
Audit firms named in this platform's issuer filings, as recorded in AltStreet's auditor directory. Each firm page lists every issuer it audits across covered platforms.
Manager (Form ADV)
Investment adviser records matched to this platform from SEC Form ADV filings (IARD). Figures are manager-level — they describe the advisory firm, not any single offering on this page.
WAHED INVEST LLC
SEC-Registered Adviser- CRD / SEC#
- 242793 · 801-106499
- Status
- Approved
- Regulatory AUM
- $1.29B
- Item 11 disclosures
- 2 reported
- Main office
- NEW YORK, NY
- Latest ADV filed
- Oct 12, 2026
Item 11 disclosures are affirmative answers to Form ADV's disciplinary questions, which can include affiliate events — they are not a count of violations. Source: SEC Form ADV data, refreshed monthly.
Reference Reading
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