WEALTHFRONT BROKERAGE LLC
Firm details
- Headquarters
- PALO ALTO, California
- CRD number
- 153407
- Registered since
- October 15, 2010
- Website
- www.wealthfront.com
Firm profile
FINTRXOverview
Wealthfront Brokerage LLC is organized as a limited liability company and has been SEC-registered since 2010. FINTRX classifies the firm as "unclassified" and lists the owner type as a mix of domestic entity and individual. The firm's profile does not identify it as a capital allocator, nor as an active ESG investor. It is not recorded as a multi-state adviser, newly formed adviser, pension consultant, or related adviser. The snapshot provided contains few details about specific advisory activities, fee arrangements, or client segments. Several typical profile fields—such as business activities and advisory services—are blank in the available record, so there is limited public detail on how the entity positions itself operationally.
Assets & Accounts
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
Owners & executives
3 of 4Jonathan Matthews
Chief Compliance OfficerCRD 6844950
Mark Ryden
COOCRD 6955195
AUSTIN DOUGLAS MCKEE
CTOCRD 7328731
Contacts
3 of 62Brandon Ardwan
Product SpecialistCRD 8178496
DANIEL VEGA
Director of Product ServicesCRD 5365379
Ryan Lancaster
Product SpecialistCRD 7571131
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
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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