Wealthfront Brokerage LLC
Firm details
- Headquarters
- Palo Alto, California
- CRD number
- 153407
- Registered since
- October 15, 2010
- Website
- www.wealthfront.com
Firm profile
FINTRXOverview
Wealthfront Brokerage LLC is organized as a limited liability company with ownership indicated as a combination of a domestic entity and an individual. The firm’s FINTRX profile contains minimal disclosure about its advisory activities, client segments, and fee arrangements. Data points on whether the firm engages in ESG investing, acts as a capital allocator, or serves as a pension consultant are negative. Several common adviser attributes — including multi-state adviser status and related-adviser relationships — are also not indicated.
Assets & Accounts
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
Owners & executives
3 of 5
Alan Imberman
Chief Financial OfficerCRD 5576870

Jonathan Matthews
Chief Compliance OfficerCRD 6844950

Jamie Coffey
President & CEOCRD 4810449
Contacts
3 of 63
Iori Omura
Senior ManagerCRD 5778160

David Burgess
Senior Operations ManagerCRD 5126265

Daniel Vega
Director of Product ServicesCRD 5365379
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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