WEALTHFRONT ADVISERS LLC

PALO ALTO, California·3 registered advisors·CRD# 148456
SEC# 801-697660855-695-8437
01

Firm Overview

AUM
$35.9B
Regulatory assets under management
Employees
324
Total firm employees
Advisors
3
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Other: REVENUE SHARE WITH AFFILIATE - BD
03

Specialties

Investment ManagementWealth Management
04

Advisors at WEALTHFRONT ADVISERS LLC

3 registered advisors
Alan Dean Imberman
PALO ALTO, California
CFA
Emily Wilson Asante
PALO ALTO, California
Jonathan Foster Matthews
PALO ALTO, California
05

Office Locations

PALO ALTO, California
3 advisors

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Data sourced from SEC Form ADV filings. WEALTHFRONT ADVISERS LLC (CRD# 148456) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.