Eric Masch, financial advisor Mountain View CA
90 score

Eric Masch

CRD Number: 6130291
Current Firm: Wealth Architects, LLC

Eric Masch (CRD# 6130291) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Wealth Architects, LLC Mountain View, CA Jun 2012 - Current 4
Santa Clara University Santa Clara, CA Sep 2009 - Apr 2012 2
Santa Clara University Santa Clara, CA Sep 2008 - Dec 2011 3
Primary Education San Jose, CA Aug 2002 - May 2008 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Mar 2013
Contact Info for Eric K. Masch
Phone Number: 650-325-9044
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States


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Clean Record
This advisor has a clean track record with regulators.

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