Fund Architects, LLC

Fund Architects, LLC (CRD# 145395) is a financial advisory firm headquartered in Heath, TX. They manage $138,181,170 in 1,200 accounts and serve the financial needs of clients across 32 states (or territories).

By the Numbers
  • Total Assets Under Management
    138
    MILLION
  • Total Number of Accounts
    1,200
    ACCOUNTS
  • Average Account Value
    $115,151
Compensation Options
  • A percentage of assets under your management
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AK, AR, AZ, CA, CO, CT, FL, GA, IL, KY, LA, MA, MD, MI, MN, MO, NC, NE, NJ, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI

Financial Advisors at Fund Architects, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Burt A. Snover
CRD#: 1893900
6710 Horizon Road, Suite 100, Heath, TX 75032
96
Wealthminder
score

Burt Snover (CRD# 1893900) is an Investment Advisor Representative working at Fund Architects, LLC in Heath, TX and has over 27 years of experience in the finance industry.

2
Daniel R. Snover
CRD#: 5161189
6710 Horizon Road, Suite 100, Heath, TX 75032
93
Wealthminder
score

Daniel Snover (CRD# 5161189) is an Investment Advisor Representative working at Fund Architects, LLC in Heath, TX and has over 8 years of experience in the finance industry.

3
Kim M. Lucas
CRD#: 5498765
6710 Horizon Road, Suite 100, Heath, TX 75032
90
Wealthminder
score

Kim Lucas (CRD# 5498765) is an Investment Advisor Representative working at Fund Architects, LLC in Heath, TX and has over 4 years of experience in the finance industry.

4
Jun Zhu
CRD#: 2856276
Moraga, CA
90
Wealthminder
score

Jun Zhu (CRD# 2856276) is an Investment Advisor Representative working at Fund Architects, LLC in Moraga, CA and has 1 year of experience in the finance industry.

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