Wealth Architects, LLC
Firm details
- Headquarters
- Mountain View, California
- CRD number
- 135373
- Registered since
- May 19, 2005
- Website
- wealtharchitects.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI97.4%
- Charitable Organizations1.79%
- Individuals0.79%
- Corporations / Businesses0.02%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsSelection of Other Advisers
Firm profile
FINTRXOverview
Wealth Architects, LLC is an independent registered investment adviser organized as an LLC and SEC-registered since 2005. The firm serves both individual/family and institutional clients and provides financial planning, portfolio management for individuals, small businesses and institutions, and manager selection services. It operates as a capital allocator, directing client assets to third‑party managers as part of its investment offering. Fee arrangements include percentage of AUM, hourly charges and fixed fees. The firm does not describe itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds51%
- Exchange Traded Equities45%
- Cash & Cash Equivalents3%
- US Government Bonds1%
- State & Local Bonds1%
Owners & executives
3 of 3
Mark Johnsen
Founder & CEO, Chief Wealth ArchitectCRD 2349188
Jina Yi
Chief Administrative OfficerCRD 4360467
Mark Gordon
Chief Investment OfficerCRD 5069708
Contacts
3 of 14
Justin Mazzon
Associate Portfolio AnalystCRD 7833961
Wai Fung Tang
Portfolio AnalystCRD 7144489
Peter Trinh
Associate Wealth ArchitectCRD 6327333
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 114Active vs passive
$1B in ETFs
72%
$740M
22%
$293M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $86.5M | 115,487 | 8.37% |
Location
Mountain View, CA
Santa Clara
Location
Mountain View, CA
Headquartered in Mountain View, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Santa Clara
- Address
- 800 W El Camino Real
- Time zone
- PT (UTC-8)
- Office locations
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