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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    39
    MILLION
  • Total Number of Accounts
    52
    ACCOUNTS
  • Average Account Value
    $750,000
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
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.

FL

Financial Advisors at Wealth Architects LLC
Showing 1 - 1 of 1 top financial advisors.
1
Wendy A. Jankoski
CRD#: 1851740
Englewood, FL
93
Wealthminder
score

Wendy Jankoski (CRD# 1851740) is an Investment Advisor Representative working at Wealth Architects LLC in Englewood, FL and has over 28 years of experience in the finance industry.

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