Wealth Architects LLC
Wealth Architects LLC (CRD# 115532) is a financial advisory firm headquartered in , . They manage $35,000,000 in 52 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Wealth Architects LLC
By the Numbers
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Total Assets Under Management35MILLION
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Total Number of Accounts52ACCOUNTS
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Average Account Value$673,077
Compensation Options
- A percentage of assets under your management
Advisory Services Offered
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL
Financial Advisors at Wealth Architects LLC
1
Wendy Jankoski (CRD# 1851740) is an Investment Advisor Representative working at Wealth Architects LLC in Englewood, FL and has over 35 years of experience in the finance industry.
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