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Financial Advisor
California
Mountain View
WEALTH ARCHITECTS, LLC

WEALTH ARCHITECTS, LLC

Tel: 650-325-9044 800 West El Camino Real Suite 201 Mountain View, California 94040

About WEALTH ARCHITECTS, LLC

WEALTH ARCHITECTS, LLC is a Mountain View, California based financial advisory firm with nearly $1,778,292,712 in assets under management and provides investment advisory services for 2688 clients. There are currently 23 financial advisors at the firm.

General Information
Firm CRD#:

135373

Firm SEC#:

801-64313

Assets Under Management:

$1,778,292,712

No. of Clients:

2688

No. of Advisors:

23

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (INVESTMENT CONSULTING)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

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