Wealthfront Brokerage LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
—
Advisory reps
68
Avg account
$0

Firm details

Headquarters
Palo Alto, California
CRD number
153407
Registered since
October 15, 2010

Firm profile

FINTRX

Overview

Wealthfront Brokerage LLC is organized as a limited liability company and is shown in FINTRX as an SEC-registered entity (registration year 2010). The record identifies the owner type as a domestic entity/individual and classifies the firm as unclassified. The firm supplied very limited disclosure to FINTRX about its advisory model, client demographics, fee schedule, or specific business activities. The profile also flags several negative/absence markers: it is not listed as a capital allocator, is not an active ESG investor, is not a multi-state adviser, is not newly formed, and is not identified as a pension consultant or related adviser.

Assets & Accounts

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Owners & executives

3 of 5
  • Alan Imberman

    Alan Imberman

    Chief Financial OfficerCRD 5576870

  • Jonathan Matthews

    Jonathan Matthews

    Chief Compliance OfficerCRD 6844950

  • Jamie Coffey

    Jamie Coffey

    President & CEOCRD 4810449

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Contacts

3 of 63
  • Iori Omura

    Iori Omura

    Senior ManagerCRD 5778160

  • David Burgess

    David Burgess

    Operations ManagerCRD 5126265

  • Daniel Vega

    Daniel Vega

    Director of Product ServicesCRD 5365379

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

Location

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

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth