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Patrick Neal Phillips

WEALTH ARCHITECTS, LLC·MOUNTAIN VIEW, California
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800 WEST EL CAMINO REAL, MOUNTAIN VIEW, CA 94040CRD# 6300288Firm CRD# 135373
01

About

Patrick Neal Phillips is a registered financial advisor based in MOUNTAIN VIEW, California, affiliated with WEALTH ARCHITECTS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
WEALTH ARCHITECTS, LLC
WEALTH ARCHITECTS, LLC
AUM
$1.8B
Regulatory assets under management
Employees
23
Total firm employees
View all advisors at WEALTH ARCHITECTS, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6300288
Firm CRD# 135373
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Patrick Neal Phillips offer?
Patrick Neal Phillips specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in MOUNTAIN VIEW, California for a consultation.
What are Patrick Neal Phillips's credentials?
Patrick Neal Phillips is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Patrick Neal Phillips located?
Patrick Neal Phillips is based in MOUNTAIN VIEW, California, working with WEALTH ARCHITECTS, LLC. Their office serves clients in the MOUNTAIN VIEW metropolitan area and surrounding communities.
How does Patrick Neal Phillips charge for services?
Patrick Neal Phillips'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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Other advisors in MOUNTAIN VIEW
Soham Mazumdar — FIREBOLT VENTURES MANAGEMENT COMPANY, LLCZain Iqbal Allarakhia — INSTAVEST ADVISER, INC.Martin Bicker — WAVERLEY WEALTH MANAGEMENT LLCPaul William Pickenheim — FOOTHILL SECURITIES, INC.Anoop Jayadevan — FIREBOLT VENTURES MANAGEMENT COMPANY, LLC
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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