Wealth Architects, LLC

Wealth Architects, LLC (CRD# 135373) is a financial advisory firm headquartered in Mountain View, CA. They manage $729,661,352 in 1,757 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    730
    MILLION
  • Total Number of Accounts
    1,757
    ACCOUNTS
  • Average Account Value
    $415,288
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
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.

CA, TX

Financial Advisors at Wealth Architects, LLC
Showing 1 - 10 of 10 top financial advisors.
1
Lois L. Cole
CRD#: 714201
250 Cambridge Avenue, Suite 201, Palo Alto, CA 94306
96
Wealthminder
score

Lois Cole (CRD# 714201) is an Investment Advisor Representative working at Wealth Architects, LLC in Palo Alto, CA and has over 21 years of experience in the finance industry. Lois Cole has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Ethan Pepper
CRD#: 4499498
800 West El Camino Real, Suite 201, Mountain View, CA 94040
96
Wealthminder
score

Ethan Pepper (CRD# 4499498) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has over 15 years of experience in the finance industry. Ethan Pepper has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Mark T. Johnsen
CRD#: 2349188
250 Cambridge Avenue, Suite 201, Palo Alto, CA 94306
93
Wealthminder
score

Mark Johnsen (CRD# 2349188) is an Investment Advisor Representative working at Wealth Architects, LLC in Palo Alto, CA and has over 23 years of experience in the finance industry.

4
Clarice M. Nolet
CRD#: 5514836
800 West El Camino Real, Suite 201, Mountain View, CA 94040
93
Wealthminder
score

Clarice Nolet (CRD# 5514836) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has over 9 years of experience in the finance industry.

5
Eric K. Masch
CRD#: 6130291
800 West El Camino Real, Suite 201, Mountain View, CA 94040
90
Wealthminder
score

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.

6
Iris S. Nguyen
CRD#: 5989937
800 West El Camino Real, Suite 201, Mountain View, CA 94040
90
Wealthminder
score

Iris Nguyen (CRD# 5989937) 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.

7
Patrick N. Phillips
CRD#: 6300288
800 West El Camino Real, Suite 201, Mountain View, CA 94040
90
Wealthminder
score

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. Patrick Phillips has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
Tyler J. Scott
CRD#: 4503501
800 West El Camino Real, Suite 201, Mountain View, CA 94040
90
Wealthminder
score

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.

9
Zachary J. Riera
CRD#: 6438792
800 West El Camino Real, Suite 201, Mountain View, CA 94040
87
Wealthminder
score

Zachary Riera (CRD# 6438792) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has over 2 years of experience in the finance industry.

10
Mark R. Gordon
CRD#: 5069708
800 West El Camino Real, Suite 201, Mountain View, CA 94040
63
Wealthminder
score

Mark Gordon (CRD# 5069708) 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.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.