Ebi
Mathew
Wealth Architects, LLC
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About this Advisor
Ebi Mathew is a financial advisor based in Mountain View, California, working with Wealth Architects, LLC. Ebi has previously held positions at Virtus Partners, Ameriprise Wiluz And Associates, Kristin Bartlow, Student, YMCA, Northwestern Mutual Investment Services LLC, Northwestern Mutual Wealth Management Company, and Wealth Architects, LLC. Ebi has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Ebi 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
Ebi Mathew Work History
Wealth Architects, LLC
Northwestern Mutual Wealth Management Company
Kristin Bartlow
Kristin Bartlow
Northwestern Mutual Investment Services LLC
Ameriprise Wiluz And Associates
Student
Ymca
Virtus Partners
Disclosures
Please visit the SEC profile of Ebi Mathew 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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