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Emily Wilson Asante

WEALTHFRONT ADVISERS LLC·PALO ALTO, California
Series 14Clean recordWEALTHFRONT ADVISERS LLC
261 HAMILTON AVE., PALO ALTO, CA 94301CRD# 7020475Firm CRD# 148456

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Emily Wilson Asante · PALO ALTO, CA
Registration
CRD #7020475 · WEALTHFRONT ADVISERS LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
Series 14
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 →
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04

Frequently Asked Questions

What services does Emily Wilson Asante offer?
Emily Wilson Asante specializes in Investment Management, Wealth Management. Contact their office in PALO ALTO, California for a consultation.
What are Emily Wilson Asante's credentials?
Emily Wilson Asante is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Emily Wilson Asante located?
Emily Wilson Asante 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 Emily Wilson Asante charge for services?
Emily Wilson Asante'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
Alan Dean Imberman
PALO ALTO, CA
CFA

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Research
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