Wealthfront Brokerage LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
67
Avg account
$0

Firm details

Headquarters
Palo Alto, California
CRD number
153407
Registered since
October 15, 2010

Firm profile

FINTRX

Overview

Wealthfront Brokerage LLC is organized as a limited liability company and has been SEC-registered since 2010. The snapshot indicates ownership involves a domestic entity and an individual, and the firm is classified as "Unclassified" in the source record. The profile lists the firm as not functioning as a capital allocator and not identifying as an active ESG investor. It is also not recorded as a multi-state adviser, a newly formed adviser, or a related adviser. The FINTRX entry provides minimal detail about the firm's business model: fields for client base, fee structure, business activities, and advisory activities are blank in the source. That limited disclosure constrains what can be said about how the brokerage positions itself in the market or how it structures client relationships.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • Jonathan Matthews

    Jonathan Matthews

    Chief Compliance OfficerCRD 6844950

  • Jamie Coffey

    Jamie Coffey

    President & CEOCRD 4810449

  • Mark Ryden

    Mark Ryden

    COOCRD 6955195

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Contacts

3 of 62
  • Brandon Ardwan

    Brandon Ardwan

    Product SpecialistCRD 8178496

  • Daniel Vega

    Daniel Vega

    Director of Product ServicesCRD 5365379

  • Ryan Lancaster

    Ryan Lancaster

    Product SpecialistCRD 7571131

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth