Wealth Architects LLC
Wealth Architects LLC (CRD# 115532) is a financial advisory firm headquartered in , . They manage $39,000,000 in 52 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management39MILLION
Total Number of Accounts52ACCOUNTS
Average Account Value$750,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Wendy Jankoski (CRD# 1851740) is an Investment Advisor Representative working at Wealth Architects LLC in Englewood, FL and has over 29 years of experience in the finance industry.