Wealthfront Brokerage LLC

Broker-DealerFINRA MemberEst. 2010
Total AUM
Advisory reps
66
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 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

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 4
  • Jonathan Matthews

    Jonathan Matthews

    Chief Compliance OfficerCRD 6844950

  • Mark Ryden

    Mark Ryden

    COOCRD 6955195

  • Austin Douglas Mckee

    CTOCRD 7328731

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Contacts

3 of 62
  • Brandon Ardwan

    Brandon Ardwan

    Product SpecialistCRD 8178496

  • Daniel Vega

    Daniel Vega

    Director of Product ServicesCRD 5365379

  • Ryan Lancaster

    Ryan Lancaster

    Product SpecialistCRD 7571131

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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