WEALTH ARCHITECTS, LLC

800 West El Camino Real
Suite 201
Mountain View, California 94040
Tel: 650-325-9044

About WEALTH ARCHITECTS, LLC

WEALTH ARCHITECTS, LLC, formally registered with the SEC as WEALTH ARCHITECTS, LLC. The firm was established in 05/19/2005. They have over 1 offices throughout the country.

WEALTH ARCHITECTS, LLC is a Mountain View, California based Financial Planning firm with nearly $1,778,292,712 assets under management, offering retirement planning & investment advisory services to 2688 clients. The firm is staffed with 23 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	135373
SEC#	801-64313
Assets Managed by Firm	$1,778,292,712
No. of Clients	2688
No. of Advisors	23

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Other (INVESTMENT CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	2688	$1,778,292,712
Individuals (other than high net worth individuals)	95	$31,465,526
High net worth individuals	322	$1,718,576,647
Charitable organizations	3	$28,250,539

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