Adam
Salas
Wealth Architects, LLC
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About this Advisor
Adam Salas is a financial advisor based in Mountain View, California, working with Wealth Architects, LLC. Adam has previously held positions at Yellowbrickroad Financial Advisors, LLC, Wealth Architects, LLC, and Abacus Wealth Partners, LLC. Adam has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Adam is part of Wealth Architects, LLC, which operates out of Mountain View, California. The firm has 23 employees and manages assets totaling $1.8 billion. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and other services. The fee structure at Wealth Architects, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealth Architects, LLC Brokerage Details
$1,778,292,712
23
2,688
$661,567
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Other
Adam Salas Work History
Wealth Architects, LLC
Wealth Architects, LLC
Yellowbrickroad Financial Advisors, LLC
Abacus Wealth Partners, LLC
Disclosures
Please visit the SEC profile of Adam Salas to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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
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