Wealthfront Advisers LLC
Firm details
- Headquarters
- Palo Alto, California
- CRD number
- 148456
- Registered since
- November 21, 2008
- Website
- www.wealthfront.com
- Custodians
- RBC CAPITAL MARKETS, LLC
- Fee structure
- Percentage of AUM, Other
- Client types
- Individuals63.37%
- HNWI36.01%
- Charitable Organizations0.42%
- Corporations / Businesses0.19%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional Clients
Firm profile
FINTRXOverview
Wealthfront Advisers LLC is an independent registered investment adviser organized as a limited liability company and first registered with the SEC in 2008. The firm serves individual and family clients as well as institutional accounts, offering portfolio management for individuals, small businesses, and business/institutional clients. Its stated fee structure includes a percentage of assets under management plus other fees. Wealthfront is not designated as a capital allocator and is not listed as an active ESG investor. Industry affiliations include relationships with broker-dealers and other investment advisers.
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
- Exchange Traded Equities96%
- Non-Exchange Traded Equities2%
- US Government Bonds2%
Owners & executives
3 of 5
Lauren Lin
Chief Legal OfficerCRD 5847318
Jonathan Matthews
Chief Compliance OfficerCRD 6844950
Alan Imberman
Chief Financial OfficerCRD 5576870
Contacts
3 of 40
Raquel Burke
Product SpecialistCRD 8017443
Jessica Hoelscher
Senior Compliance AssociateCRD 5584824
Parker Coelho
Registered RepresentativeCRD 6506941
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 457Active vs passive
$43B in ETFs
94%
$40.6B
<1%
$2.4B
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI) | Vanguard | Passive | Large Blend | $6.8B | 18,297,773 | 15.73% |
Location
Palo Alto, CA
Santa Clara
Location
Palo Alto, CA
Headquartered in Palo Alto, 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
- 261 Hamilton Ave
- Time zone
- PT (UTC-8)
- Office locations
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