WEALTH ARCHITECTS, LLC
SEC Form ADV profile.
Total regulatory AUM
$2,415,227,160
Discretionary
$2,181,789,675
Non-discretionary
$233,437,485
Firm details
- CRD number
- 135373
- SEC file number
- 801-64313
- Main office
- MOUNTAIN VIEW, CA, United States
- Employees
- 23
- SEC status
- Approved
- Website
- HTTP://WWW.WEALTHARCHITECTS.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.