Charles
Tran
Wealth Architects, LLC
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About this Advisor
Charles Tran is a financial advisor based in Mountain View, California, working with Wealth Architects, LLC. Charles has previously held positions at Raging Waters/Palace Entertainment, Full Time Student, Red Lobster Hospitality LLC, Varian Medical Systems, Kla, Atlassian, Silicon Valley Wealth Advisors, Allworth Financial, and Wealth Architects, LLC. Charles has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Charles 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
Charles Tran Work History
Wealth Architects, LLC
Allworth Financial
Silicon Valley Wealth Advisors
Atlassian
Kla
Varian Medical Systems
Full Time Student
Full Time Student
Red Lobster Hospitality LLC
Raging Waters/Palace Entertainment
Full Time Student
Disclosures
Please visit the SEC profile of Charles Tran 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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