The Financial Architects Wealth Management LLC

Overview

The Financial Architects Wealth Management LLC is an independent, California-based registered investment adviser organized as an LLC and owned by an individual principal. The firm concentrates on serving individual and family clients through advisory relationships that emphasize financial planning and portfolio management for individuals and small businesses. Its service set also includes pension consulting and selection of other advisers, and it operates as a capital allocator — deploying client capital to third-party managers where appropriate. Fees are charged on a percentage-of-AUM basis (with additional fee arrangements noted as "other"). The firm does not position itself as an ESG investor and operates from a single-state footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices