WEALTH ARCHITECTS, LLC - Financial Advisor in California, Mountain View

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:

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

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in California?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?