Wealthfront Strategies LLC

Overview

Wealthfront Strategies LLC is an SEC-registered limited liability company that operates as an institutional registered investment adviser. The firm has been registered with the SEC since 2017 and serves institutional clients, focusing on portfolio management for investment companies. It charges fees based on a percentage of assets under management and does not position itself as a capital allocator or an active ESG investor. Wealthfront Strategies identifies as affiliated with both broker-dealer and other investment-adviser industry relationships and is owned by a domestic entity/individual.

Assets & Accounts

Location & Offices