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 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
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
Alan Imberman
Chief Financial OfficerCRD 5576870

Jonathan Matthews
Chief Compliance OfficerCRD 6844950

Jamie Coffey
President & CeoCRD 4810449
Contacts
3 of 62
Iori Omura
Senior ManagerCRD 5778160

David Burgess
Operations ManagerCRD 5126265

Daniel Vega
Director of Product ServicesCRD 5365379
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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