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).

Current Firm Details
800 West El Camino Real, Suite 201, Mountain View, CA 94040
http://www.wealtharchitects.com
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 11 - 14 of 14 top financial advisors.
11
Justin Mazzon, financial advisor Mountain View CA
Justin P. Mazzon
CRD#: 7833961
800 West El Camino Real, Suite 201, Mountain View, CA 94040

Justin Mazzon (CRD# 7833961) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has 1 year of experience in the finance industry.

12
Jessica Ng, financial advisor Mountain View CA
Jessica Ng
CRD#: 6946860
800 West El Camino Real, Suite 201, Mountain View, CA 94040

Jessica Ng (CRD# 6946860) is an Investment Advisor Representative working at Wealth Architects, LLC in Mountain View, CA and has 1 year of experience in the finance industry.

13
Wai Fung Tang, financial advisor Mountain View CA
Wai Fung Tang
CRD#: 7144489
800 West El Camino Real, Suite 201, Mountain View, CA 94040

Wai Fung Tang (CRD# 7144489) 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.

14
Peter Trinh, financial advisor Mountain View CA
Peter C. Trinh
CRD#: 6327333
800 West El Camino Real, Suite 201, Mountain View, CA 94040

Peter Trinh (CRD# 6327333) 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.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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