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 and appears in FINTRX as a U.S. domestic entity with an individual owner component. The record shows SEC registration beginning in 2010. FINTRX classifies the firm as "Unclassified" and flags it as not being a capital allocator, not a multi-state adviser (per the adviser status field), not a pension consultant, and not a related adviser. The profile also records that the firm is not an active ESG investor. There are no entries in FINTRX documenting the firm's stated business activities, advisory services, fee schedule, or client segmentation, and the database lists no external activities or affiliations for this legal entity.
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
Jonathan Matthews
Chief Compliance OfficerCRD 6844950

Jamie Coffey
President & CEOCRD 4810449

Mark Ryden
COOCRD 6955195
Contacts
3 of 62
Brandon Ardwan
Product SpecialistCRD 8178496

Daniel Vega
Director of Product ServicesCRD 5365379
Ryan Lancaster
Product SpecialistCRD 7571131
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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