WEALTHFRONT ADVISERS LLC

261 Hamilton Ave.
Palo Alto, California 94301
Tel: 855-695-8437

About WEALTHFRONT ADVISERS LLC

WEALTHFRONT ADVISERS LLC, formally registered with the SEC as WEALTHFRONT ADVISERS LLC. The firm was established in 11/21/2008. They have over 1 offices throughout the country.

WEALTHFRONT ADVISERS LLC is a Palo Alto, California based Financial Planning firm with nearly $35,915,923,641 assets under management, offering retirement planning & investment advisory services to 536340 clients. The firm is staffed with 324 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	148456
SEC#	801-69766
Assets Managed by Firm	$35,915,923,641
No. of Clients	536340
No. of Advisors	324

Fee Structure

A percentage of AUM
Other (REVENUE SHARE WITH AFFILIATE - BD)

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients

Firm Client Information

	No. of Clients	AUM
Firm Total	536340	$35,915,923,641
Individuals (other than high net worth individuals)	381348	$25,614,722,343
High net worth individuals	4864	$10,218,699,599
Charitable organizations	20	$32,358,237
Corporations or other businesses	12	$50,143,462

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