Sabrina
Rosh
Wealth Architects, LLC
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About this Advisor
Sabrina Rosh is a certified financial planner working out of Mountain View, California, who has 4 years of relevant experience. Rosh works at Wealth Architects, LLC. Over the course of their career, Rosh has held roles at Brighton Jones, LLC, Wealth Architects, LLC and Loring Ward. Rosh has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to work in California. Wealth Architects, LLC is a registered investment firm that has its headquarters in Mountain View, CA. It administers $2 billion in assets between its 2,517 client accounts, placing it among the largest firms in the nation by assets under management. The firm provides financial advice to three charities and foundations. Of its 2,517 customer accounts, 79% are associated with high-net-worth investors who have greater than $1 million in assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and other services. Financial advisory fees typically vary depending on which services are offered. Fees billed by Wealth Architects, LLC likely are comprised 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
Sabrina Rosh Work History
Sabrina has been registered as a financial advisor for 4 years.*
Wealth Architects, LLC
Wealth Architects, LLC
Brighton Jones, LLC
Loring Ward
*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 Sabrina Rosh 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.
