WEALTHFRONT STRATEGIES LLC

PALO ALTO, California·5 registered advisors·CRD# 289148
SEC# 801-1110230844-995-8437
01

Firm Overview

AUM
$1.3B
Regulatory assets under management
Employees
18
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (pooled investments)
Compensation
Percentage of AUM
03

Specialties

Investment ManagementFee-Only Advisory
04

Advisors at WEALTHFRONT STRATEGIES LLC

5 registered advisors
Ashley Whitfield Fieglein Johnson
PALO ALTO, California
David Fortunato
PALO ALTO, California
Joonwon N/a Choe
PALO ALTO, California
Luis Fernando Brasil De Oliveira
PALO ALTO, California
Roy Walter Adams
REDWOOD CITY, California
05

Office Locations

PALO ALTO, California
4 advisors
REDWOOD CITY, California
1 advisor

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Data sourced from SEC Form ADV filings. WEALTHFRONT STRATEGIES LLC (CRD# 289148) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.