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WEALTH ARCHITECTS, LLC
CRD 135373 · SEC 801-64313
800 WEST EL CAMINO REAL, SUITE 201, MOUNTAIN VIEW, CA, 94040, United States
Phone
650-325-9044
Fax
650-325-9047
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$2.42B
Discretionary AUM
$2.18B
Team
23 total employees; 13 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Limited Liability Company
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Selection of other advisersINVESTMENT CONSULTING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 77 | $19.0M |
| High net worth individuals | 356 | $2.35B |
| Charitable organizations | 3 | $43.2M |
| Corporations/business entities | 1 | $448K |
States served
CA, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD