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WEALTHFRONT ADVISERS LLC
WEALTHFRONT ADVISERS LLC
PALO ALTO, California
·
3 registered advisors
·
CRD# 148456
SEC# 801-69766
0
855-695-8437
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 Management
Wealth Management
04
Advisors at WEALTHFRONT ADVISERS LLC
3 registered advisors
Alan Dean Imberman
PALO ALTO, California
CFA
CRD# 5576870
Emily Wilson Asante
PALO ALTO, California
CRD# 7020475
Jonathan Foster Matthews
PALO ALTO, California
CRD# 6844950
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
.