Unclaimed Profile

Lois Laudereau Cole

WEALTH ARCHITECTS, LLC·MOUNTAIN VIEW, California

Series 7, Series 63, Series 65Clean record29 years registeredWEALTH ARCHITECTS, LLC

800 WEST EL CAMINO REAL, MOUNTAIN VIEW, CA 94040CRD# 714201Firm CRD# 135373

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Lois Laudereau Cole · MOUNTAIN VIEW, CA

Registration

CRD #714201 · WEALTH ARCHITECTS, LLC · 29 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: WEALTH ARCHITECTS, LLC

WEALTH ARCHITECTS, LLC

Jun 2005 – Mar 2022

PALO ALTO, CA

CITIGROUP GLOBAL MARKETS INC.

Jul 1997 – Jul 2005

PALO ALTO, CA

Registrations & Exams

FINRA examinations passed

Series 7

Series 63

Series 65

Registration record

First registered · July 8, 1997

Years registered · 29

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

WEALTH ARCHITECTS, LLC

CRD 135373 · SEC 801-64313

AUM

$1.8B

Regulatory assets under management

Employees

2,688 client accounts

Services offered by WEALTH ARCHITECTS, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at WEALTH ARCHITECTS, LLC →

Introduction

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Frequently Asked Questions

What services does Lois Laudereau Cole offer?

Lois Laudereau Cole specializes in Financial Planning, Investment Management, Wealth Management.

What are Lois Laudereau Cole's credentials?

Lois Laudereau Cole is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Lois Laudereau Cole located?

Lois Laudereau Cole is based in MOUNTAIN VIEW, California, last registered with WEALTH ARCHITECTS, LLC.

How does Lois Laudereau Cole charge for services?

Lois Laudereau Cole's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is WEALTH ARCHITECTS, LLC?

WEALTH ARCHITECTS, LLC has approximately 23 employees and manages $1.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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