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WEALTH ARCHITECTS, LLC
WEALTH ARCHITECTS, LLC
MOUNTAIN VIEW, California
·
8 registered advisors
·
CRD# 135373
SEC# 801-64313
0
650-325-9044
01
Firm Overview
AUM
$1.8B
Regulatory assets under management
Employees
23
Total firm employees
Advisors
8
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at WEALTH ARCHITECTS, LLC
8 registered advisors
Iris Sze-Wai Nguyen
MOUNTAIN VIEW, California
CRD# 5989937
Jina Yi
MOUNTAIN VIEW, California
CRD# 4360467
Lois Laudereau Cole
MOUNTAIN VIEW, California
CRD# 714201
Mark Richard Gordon
MOUNTAIN VIEW, California
CRD# 5069708
Mark Thomas Johnsen
MOUNTAIN VIEW, California
CRD# 2349188
Patrick Neal Phillips
MOUNTAIN VIEW, California
CRD# 6300288
Samantha Ammirato Johnsen
MOUNTAIN VIEW, California
CRD# 5770141
Tyler Justin Scott
MOUNTAIN VIEW, California
CRD# 4503501
05
Office Locations
MOUNTAIN VIEW, California
8 advisors
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Data sourced from SEC Form ADV filings. WEALTH ARCHITECTS, LLC (CRD# 135373) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.