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 that has been operating since 2005. The firm functions as a capital allocator for both individual/family and institutional clients, providing financial planning, portfolio management for individuals and businesses, and the selection of third‑party advisers. Its fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements. The firm does not self‑identify as an active ESG investor and is not registered as a multi‑state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 3MARK JOHNSEN
Founder & CEO, Chief Wealth ArchitectCRD 2349188
JINA YI
Chief Administrative OfficerCRD 4360467
MARK GORDON
Chief Investment OfficerCRD 5069708
Contacts
3 of 14Justin 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 113Active vs passive
$944M in ETFs
72%
$683M
22%
$260M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF (IVV) | BlackRock | Passive | Large Blend | $75.6M | 115,697 | 8.01% |
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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