The Financial Architects Wealth Management LLC

Overview

The Financial Architects Wealth Management LLC is an independent, individually owned registered investment adviser operating out of California. The firm focuses on serving individual and family clients and provides financial planning, portfolio management for individuals and small businesses, pension consulting services, and selection-of-other-advisers work. It bills clients primarily on a percentage-of-assets basis and also uses other fee arrangements. The firm functions as a capital allocator and invests with third-party managers when appropriate. It is not positioned as an ESG-focused investor and reports a single-state operating footprint rather than a multi-state advisory platform. The firm maintains an affiliation with an insurance company, which may influence product availability or client service delivery.

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Investments & Alternatives

Location & Offices