Patrick
Phillips
Wealth Architects, LLC
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About this Advisor
Patrick Phillips is a certified financial planner working in Mountain View, California, who has 9 years of relevant experience. Phillips is currently employed by Wealth Architects, LLC. Over the course of their career, Phillips has held roles at Wealth Architects, LLC. Phillips can advise clients in California. Wealth Architects, LLC is a company that has its headquarters in Mountain View, CA. It controls $2 billion in assets between its 2,517 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. The firm provides financial advisory services to three charitable organizations. Of its 2,517 customer accounts, 79% are held by high-net-worth clients who have greater than $1 million in assets. The business provides a diverse array 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 management usually are based on the type of financial services provided. Fees charged by Wealth Architects, LLC likely consist of 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
Patrick Phillips Work History
Patrick has been registered as a financial advisor for 9 years.*
Wealth Architects, LLC
Wealth Architects, LLC
Wealth Architects, 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 Patrick Phillips 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.
