Wealthfront

Wealthfront (CRD# 148456) is a financial advisory firm headquartered in Redwood City, CA. They manage $3,517,418,693 in 83,762 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    3,517
    MILLION
  • Total Number of Accounts
    83,762
    ACCOUNTS
  • Average Account Value
    $41,993
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
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.

AK, AL, AR, AZ, CA, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

Financial Advisors at Wealthfront
Showing 1 - 6 of 6 top financial advisors.
1
Daniel Vega
CRD#: 5365379
900 Middlefield Rd, Redwood City, CA 94063
93
Wealthminder
score

Daniel Vega (CRD# 5365379) is an Investment Advisor Representative working at Wealthfront in Redwood City, CA and has over 6 years of experience in the finance industry.

2
Sean M. Hunter
CRD#: 6232447
900 Middlefield Rd, Redwood City, CA 94063
89
Wealthminder
score

Sean Hunter (CRD# 6232447) is an Investment Advisor Representative working at Wealthfront in Redwood City, CA and has over 3 years of experience in the finance industry.

3
Tammy H. Cao
CRD#: 6113272
900 Middlefield Rd, Redwood City, CA 94063
88
Wealthminder
score

Tammy Cao (CRD# 6113272) is an Investment Advisor Representative working at Wealthfront in Redwood City, CA and has over 2 years of experience in the finance industry.

4
Michelle Ly
CRD#: 6349083
900 Middlefield Rd, Redwood City, CA 94063
88
Wealthminder
score

Michelle Ly (CRD# 6349083) is an Investment Advisor Representative working at Wealthfront in Redwood City, CA and has over 2 years of experience in the finance industry.

5
Kara E. Brenholt
CRD#: 6557733
900 Middlefield Rd, Redwood City, CA 94063
87
Wealthminder
score

Kara Brenholt (CRD# 6557733) is an Investment Advisor Representative working at Wealthfront in Redwood City, CA and has 1 year of experience in the finance industry.

6
Brian P. Dennen
CRD#: 3239786
900 Middlefield Rd, Redwood City, CA 94063
73
Wealthminder
score

Brian Dennen (CRD# 3239786) is an Investment Advisor Representative working at Wealthfront in Redwood City, CA and has over 17 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.