WEALTHFRONT ADVISERS LLC

RIASEC RegisteredEst. 2008

Total AUM

$47.7B

Discretionary

$46B

96% of AUM

Avg account

$69.4K

Accounts

687,493

Employees

432

Advisory reps

45

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

FINTRX

Overview

Wealthfront Advisers LLC operates as an independent registered investment adviser organized as an LLC and has been SEC-registered since 2008. The firm serves both individual and family clients as well as institutional accounts, delivering portfolio management for individuals, small businesses and larger business or institutional clients. Its fee model includes a percentage-of-AUM component alongside other fee arrangements. According to the available profile, Wealthfront is not positioned as a capital allocator and does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client 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

Unlock 2 more executives →

Contacts

3 of 40

Raquel Burke
Product SpecialistCRD 8017443
JESSICA HOELSCHER
Senior Compliance AssociateCRD 5584824
PARKER COELHO
Registered RepresentativeCRD 6506941

Unlock 37 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

ETF holdings

1 of 451

Active vs passive

$38.2B in ETFs

Passive

95%

$36.1B

Active

<1%

$2.1B

ETF	Provider	Style	Category	Value	Shares	% of portfolio
VANGUARD TOTAL STOCK MARKET INDEX FUND (VTI)	Vanguard	Passive	Large Blend	$5.8B	17,969,445	15.09%

Unlock additional holdings →

Primary office

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

Similar firms

ACCEL MANAGEMENT CO. L.L.C

PALO ALTO, CA

AUM $38BTEAM 91REPS 8

H&H INTERNATIONAL INVESTMENT, LLC

PALO ALTO, CA

AUM $25.5BTEAM 2REPS 2

RIBBIT CAPITAL

PALO ALTO, CA

AUM $20.8BTEAM 31REPS 3

FRAZIER LIFE SCIENCES MANAGEMENT, LP

PALO ALTO, CA

AUM $7BTEAM 64REPS 8

VIVO CAPITAL, LLC

PALO ALTO, CA

AUM $6.1BTEAM 62REPS 7

TCG CROSSOVER MANAGEMENT, LLC

PALO ALTO, CA

AUM $5.1BTEAM 16REPS 2

More RIAs in PALO ALTO →All California RIAs →