WEALTHFRONT BROKERAGE LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
66
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. FINTRX classifies the firm as "unclassified" and lists the owner type as a mix of domestic entity and individual. The firm's profile does not identify it as a capital allocator, nor as an active ESG investor. It is not recorded as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The snapshot provided contains few details about specific advisory activities, fee arrangements, or client segments. Several typical profile fields—such as business activities and advisory services—are blank in the available record, so there is limited public detail on how the entity positions itself operationally.

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 4
  • Jonathan Matthews

    Chief Compliance OfficerCRD 6844950

  • Mark Ryden

    COOCRD 6955195

  • AUSTIN DOUGLAS MCKEE

    CTOCRD 7328731

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Contacts

3 of 62
  • Brandon Ardwan

    Product SpecialistCRD 8178496

  • DANIEL VEGA

    Director of Product ServicesCRD 5365379

  • 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