Adam
Salas
Wealth Architects, LLC
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About this Advisor
Adam Salas is a certified financial planner and chartered financial analyst working out of Mountain View, California, who has 6 years of industry experience. Salas is an advisor for Wealth Architects, LLC. Over the course of their career, Salas has held roles at Yellowbrickroad Financial Advisors, LLC, Wealth Architects, LLC and Abacus Wealth Partners, LLC. Salas maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in California. Wealth Architects, LLC is a company that has its headquarters in Mountain View, CA. It controls $2 billion in assets across its 2,517 customer accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm advises three charitable organizations. Of its 2,517 customer accounts, 79% are associated with high-net-worth investors who have more than $1 million in assets available to invest. Wealth Architects, LLC provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Fees for financial advice depend on the financial services offered. Fees billed by Wealth Architects, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wealth Architects, LLC Brokerage Details
$1,486,019,111
22
2,517
$590,393
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
Adam has been registered as a financial advisor for 6 years.*
Wealth Architects, LLC
Wealth Architects, LLC
Yellowbrickroad Financial Advisors, LLC
Abacus Wealth Partners, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
