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
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)
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