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Patrick Neal Phillips

WEALTH ARCHITECTS, LLC·MOUNTAIN VIEW, California
Clean record12 years registeredWEALTH ARCHITECTS, LLC
800 WEST EL CAMINO REAL, MOUNTAIN VIEW, CA 94040CRD# 6300288Firm CRD# 135373

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Patrick Neal Phillips · MOUNTAIN VIEW, CA
Registration
CRD #6300288 · WEALTH ARCHITECTS, LLC · 12 years registered
Brand Profile
Not yet started
01

Career History

WEALTH ARCHITECTS, LLC
Feb 2014 – present
02

Registrations & Exams

Registration record
First registered · February 18, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
WEALTH ARCHITECTS, LLC
CRD 135373 · SEC 801-64313
AUM
$1.8B
Regulatory assets under management
Employees
23
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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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 at WEALTH ARCHITECTS, LLC

Iris Sze-Wai Nguyen
MOUNTAIN VIEW, CA
Mark Thomas Johnsen
MOUNTAIN VIEW, CA
Tyler Justin Scott
MOUNTAIN VIEW, CA
Lois Laudereau Cole
MOUNTAIN VIEW, CA
Mark Richard Gordon
MOUNTAIN VIEW, CA

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