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Roy Walter Adams

WFAS LLC·REDWOOD CITY, California
Unclaimed Profile
900 MIDDLEFIELD ROAD, REDWOOD CITY, CA 94063CRD# 2511672Firm CRD# 289148
01

About

Roy Walter Adams is a registered financial advisor based in REDWOOD CITY, California, affiliated with WFAS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Fee-Only Advisory
Client Types
Institutional Investors
03

Firm Overview

Firm
WEALTHFRONT STRATEGIES LLC
WEALTHFRONT STRATEGIES LLC
AUM
$1.3B
Regulatory assets under management
Employees
18
Total firm employees
View all advisors at WEALTHFRONT STRATEGIES LLC →
Services
Portfolio management (pooled investments)
04

Background

Compensation
Percentage of AUM
Regulatory
SEC/IARD CRD# 2511672
Firm CRD# 289148
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Roy Walter Adams offer?
Roy Walter Adams specializes in Investment Management, Fee-Only Advisory. Contact their office in REDWOOD CITY, California for a consultation.
What are Roy Walter Adams's credentials?
Roy Walter Adams is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Roy Walter Adams located?
Roy Walter Adams is based in REDWOOD CITY, California, working with WFAS LLC. Their office serves clients in the REDWOOD CITY metropolitan area and surrounding communities.
How does Roy Walter Adams charge for services?
Roy Walter Adams's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is WFAS LLC?
WFAS LLC has approximately 18 employees and manages $1.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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