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).

By the Numbers
  • Total Assets Under Management
    1,778
    MILLION
  • Total Number of Accounts
    2,688
    ACCOUNTS
  • Average Account Value
    $661,567
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
The map below shows states where this firm has explicit registration only.

CA, FL, OR, TX, WA

Financial Advisors at Wealth Architects, LLC
Showing 1 - 10 of 14 top financial advisors.
1
Mark R. Gordon
CRD#: 5069708
800 West El Camino Real, Suite 201, Mountain View, CA 94040

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.

2
Mark T. Johnsen
CRD#: 2349188
800 West El Camino Real, Suite 201, Mountain View, CA 94040

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.

3
Jacqueline Lares
CRD#: 6548023
800 West El Camino Real, Suite 201, Mountain View, CA 94040

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.

4
Iris S. Nguyen
CRD#: 5989937
800 West El Camino Real, Suite 201, Mountain View, CA 94040

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.

5
Patrick N. Phillips
CRD#: 6300288
800 West El Camino Real, Suite 201, Mountain View, CA 94040

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.

6
Adam G. Salas
CRD#: 5863423
800 West El Camino Real, Suite 201, Mountain View, CA 94040

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.

7
Tyler J. Scott
CRD#: 4503501
800 West El Camino Real, Suite 201, Mountain View, CA 94040

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.

8
Destiny E. Serna
CRD#: 6634835
800 West El Camino Real, Suite 201, Mountain View, CA 94040

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.

9
Leigh M. Shimamoto
CRD#: 3239255
800 West El Camino Real, Suite 201, Mountain View, CA 94040

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.

10
Ebi C. Mathew
CRD#: 6767277
800 West El Camino Real, Suite 201, Mountain View, CA 94040

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.

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