Wealth Architects, LLC
Wealth Architects, LLC (CRD# 135373) is a financial advisory firm headquartered in Mountain View, CA. They manage $1,778,292,712 in 2,688 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management1,778MILLION
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Total Number of Accounts2,688ACCOUNTS
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Average Account Value$661,567
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other
CA, FL, OR, TX, WA
Mark Gordon (CRD# 5069708) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has over 18 years of experience in the finance industry.
Mark Johnsen (CRD# 2349188) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has over 29 years of experience in the finance industry.
Jacqueline Lares (CRD# 6548023) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has over 8 years of experience in the finance industry.
Iris Nguyen (CRD# 5989937) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has over 11 years of experience in the finance industry.
Patrick Phillips (CRD# 6300288) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has 1 year of experience in the finance industry.
Adam Salas (CRD# 5863423) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has over 13 years of experience in the finance industry.
Tyler Scott (CRD# 4503501) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has 1 year of experience in the finance industry.
Destiny Serna (CRD# 6634835) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has over 6 years of experience in the finance industry.
Leigh Shimamoto (CRD# 3239255) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has over 22 years of experience in the finance industry.
Ebi Mathew (CRD# 6767277) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has over 5 years of experience in the finance industry.