Wealth Architects, LLC is a large advisory firm based in Mountain View. It manages $968.15 million of regulatory assets for 1,946 client accounts. It has been registered with the SEC as an adviser since 2005 and has operated in the jurisdictions of California, Florida, and Texas.
Wealth Architects provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and investment consulting. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wealth Architects, LLC is $968.15 million. The firm's AUM has grown by 808% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Wealth Architects, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, and high net worth individuals. The largest group of clients of Wealth Architects is high net worth individuals with 235 clients and $932.24 million of assets under management. Among the 11 most similar advisory firms, Wealth Architects has the highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $968.15 million for 323 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Wealth Architects doesn't advise any private funds.
The company employs 16 people that are either part- or full-time employees. 50 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Wealth Architects, LLC performs its advisory services is located at 800 West El Camino Real, Mountain View, CA 94040, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 650-325-9044 or by fax 650-325-9047. The normal business hours are 8:00 am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at wealtharchitects.com.