Wealth Architects, LLC
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Overview
Wealth Architects, LLC is located at 800 West El Camino Real, Mountain View, CA. The firm employs 11 financial advisors to manage client portfolios and provide financial guidance. Wealth Architects, LLC is not a registered broker-dealer.
Wealth Architects, LLC oversees $1.8 billion in assets under management across 2,688 accounts, of which 2,406 are discretionary and 282 are non-discretionary. Over the past year, the firm has provided financial planning services to between 251 and 500 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The firm caters to retail investors, high net worth investors, and charitable organizations, with high net worth investors being the largest client type by accounts. The fee structure at Wealth Architects, LLC includes asset-based, hourly, and fixed fees. The firm has 322 high net worth clients.
Wealth Architects, LLC is registered in the states of California, Florida, Oregon, Texas, and Washington.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Wealth Architects, LLC by the Numbers
$1.8 billion
23
2,688
$661.6 thousand
Products and Services
Wealth Architects, LLC offers a number of financial services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. In the prior fiscal year, Wealth Architects, LLC provided financial planning services to 251-500 of its clients. The Firm is not engaged in selling products or offering services apart from investment advisory services to its investment advisory clients.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees typically are based on which services are provided. Fees charged by Wealth Architects, LLC can include any combination of the following fee structures: asset-based, hourly, or fixed.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
The company caters to retail investors, high net worth investors, and charitable organizations. Out of its 3 clients, Wealth Architects, LLC's largest client type by number of accounts is high net worth investors, but it also serves 322 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 in AUM or a net worth of at least $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).
- High-Net-Worth Individuals* - 76.67%
- Other Individuals - 22.62%
- Corporations - 0%
- Charitable Organizations - 0.71%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Wealth Architects, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Wealth Architects, LLC
Mountain View, CA
Mountain View, CA
Mountain View, CA
Mountain View, CA
Mountain View, CA
Mountain View, CA
Mountain View, CA
Mountain View, CA
Mountain View, CA
Find an advisor who will work directly with you
SmartAsset’s free advisor matching tool makes it easier to find a vetted advisor so you can make an informed decision and choose one that you feel best suits your individual needs. Click here to find your advisor matches today.
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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