Wealthfront Advisers LLC
Firm details
- Headquarters
- Palo Alto, California
- CRD number
- 148456
- Registered since
- November 21, 2008
- Website
- www.wealthfront.com
- Custodians
- RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals61%
- HNWI38.44%
- Charitable Organizations0.38%
- Corporations / Businesses0.19%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Wealthfront Advisers LLC is an independent registered investment adviser organized as an LLC that provides portfolio management for individuals, small businesses and institutional clients. The firm is SEC registered (2008) and primarily charges fees based on a percentage of assets under management, supplemented by other fee arrangements. Its advisory activities are focused on discretionary portfolio management for both retail and business/institutional accounts. The firm does not identify as an active ESG investor and is not listed as a capital allocator. Industry affiliations include relationships with broker-dealers and other investment advisers.
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
- Exchange Traded Equities96%
- Non-Exchange Traded Equities2%
- US Government Bonds2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 455Active vs passive
$43B in ETFs
94%
$40.6B
<1%
$2.4B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $6.8B | 18,297,773 | 15.74% |
Location
Palo Alto, CA
Santa Clara
Location
Palo Alto, CA
Headquartered in Palo Alto, 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
- 261 Hamilton Ave
- Time zone
- PT (UTC-8)
- Office locations
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