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 is listed as having been registered with the SEC in 2010. Ownership is recorded as a combination of a domestic entity and an individual. The firm’s classification in the available snapshot is unclassified, and several common adviser attributes are explicitly negated in the record: it is not identified as a capital allocator, not flagged as an active ESG investor, and not designated as a pension consultant or related adviser. Regulatory metadata also indicates the firm is not marked as a multi-state adviser and is not characterized as newly formed. The public summary does not include a narrative description of its business model, advisory services, or fee schedule, so the firm’s client-facing positioning and product set are not described in the available extract.
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 4
Jonathan Matthews
Chief Compliance OfficerCRD 6844950

Mark Ryden
COOCRD 6955195
Austin Douglas Mckee
CTOCRD 7328731
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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