Wealth Architects, LLC
Firm details
- Headquarters
- Mountain View, California
- CRD number
- 135373
- Registered since
- May 19, 2005
- Website
- wealtharchitects.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI97.4%
- Charitable Organizations1.79%
- Individuals0.79%
- Corporations / Businesses0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Wealth Architects, LLC is an independent registered investment adviser that has been SEC registered since 2005. The firm operates as a limited liability company and acts as a capital allocator for a client base made up of individuals, families and institutional entities. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, and the selection of outside managers. Fee arrangements are flexible and include percentage-of-AUM fees as well as hourly and fixed-fee engagements. The firm is not an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities45%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 120Active vs passive
$1B in ETFs
70%
$728M
24%
$309M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $87.7M | 114,539 | 8.46% |
Location
Mountain View, CA
Santa Clara
Location
Mountain View, CA
Headquartered in Mountain View, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 800 W El Camino Real
- Time zone
- PT (UTC-8)
- Office locations
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