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Alan Dean Imberman

WEALTHFRONT ADVISERS LLC·PALO ALTO, California
SIE, Series 27, Series 99TOCFAClean recordWEALTHFRONT ADVISERS LLC
261 HAMILTON AVE., PALO ALTO, CA 94301CRD# 5576870Firm CRD# 148456

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Alan Dean Imberman · PALO ALTO, CA
Registration
CRD #5576870 · WEALTHFRONT ADVISERS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 27
Series 99TO
Registration record
Professional designation · CFA
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
WEALTHFRONT ADVISERS LLC
CRD 148456 · SEC 801-69766
AUM
$35.9B
Regulatory assets under management
Employees
324
536,340 client accounts
Services offered by WEALTHFRONT ADVISERS LLC
Per Form ADV
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
View all advisors at WEALTHFRONT ADVISERS LLC →
Introduction

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04

Frequently Asked Questions

What services does Alan Dean Imberman offer?
Alan Dean Imberman specializes in Investment Management, Wealth Management. Contact their office in PALO ALTO, California for a consultation.
What are Alan Dean Imberman's credentials?
Alan Dean Imberman holds the following professional designations: CFA. These credentials require rigorous education, examination, and ongoing continuing education.
Where is Alan Dean Imberman located?
Alan Dean Imberman is based in PALO ALTO, California, working with WEALTHFRONT ADVISERS LLC. Their office serves clients in the PALO ALTO metropolitan area and surrounding communities.
How does Alan Dean Imberman charge for services?
Alan Dean Imberman's firm is compensated through percentage of aum, other: revenue share with affiliate - bd. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WEALTHFRONT ADVISERS LLC?
WEALTHFRONT ADVISERS LLC has approximately 324 employees and manages $35.9B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at WEALTHFRONT ADVISERS LLC

Jonathan Foster Matthews
PALO ALTO, CA
Emily Wilson Asante
PALO ALTO, CA

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Research
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