Peter
Trinh
Wealth Architects, LLC
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About this Advisor
Peter Trinh is a financial advisor based in Mountain View, California, working with Wealth Architects, LLC. Peter has previously held positions at Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, San Jose State University, Douglas Miller, Michael Byrne, Wealth Architects, and Sand Hill Global Advisors. Peter has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Peter 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
Peter Trinh Work History
Wealth Architects
Sand Hill Global Advisors
Michael Byrne
Northwestern Mutual Investment Services LLC
Douglas Miller
Northwestern Mutual Life Insurance Company
San Jose State University
Disclosures
Please visit the SEC profile of Peter Trinh 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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