Wealthfront Brokerage LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
67
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 shows an SEC registration date of 2010. The FINTRX record lists the owner type as a domestic entity/individual and classifies the firm as "unclassified" in the platform’s taxonomy. The profile data indicates several negative flags rather than active business characteristics: the firm is not identified as a capital allocator, is not flagged as an active ESG investor, is not listed as a multi-state adviser, and it is not recorded as a pension consultant or a related adviser. The dataset does not include details on the firm’s fee structure, specific advisory activities, client segments, or standard investment approaches.

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 62
  • 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