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. The snapshot indicates ownership involves a domestic entity and an individual, and the firm is classified as "Unclassified" in the source record. The profile lists the firm as not functioning as a capital allocator and not identifying as an active ESG investor. It is also not recorded as a multi-state adviser, a newly formed adviser, or a related adviser. The FINTRX entry provides minimal detail about the firm's business model: fields for client base, fee structure, business activities, and advisory activities are blank in the source. That limited disclosure constrains what can be said about how the brokerage positions itself in the market or how it structures client relationships.
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 5
Jonathan Matthews
Chief Compliance OfficerCRD 6844950

Jamie Coffey
President & CEOCRD 4810449

Mark Ryden
COOCRD 6955195
Contacts
3 of 62
Brandon 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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