Wealth Architects, LLC
Mountain View, CA·SEC-registered · CRD #135373
Wealth Architects, LLC is an SEC-registered investment advisory firm in Mountain View, CA managing $2.4B across 3.3k client accounts, with 13 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$2.4B
Client accounts
3.3k
Advisory staff
13
Fee model
Fee-based
How Wealth Architects, LLC is paid
Compensation arrangements disclosed on Form ADV. A fee-based firm may earn both client fees and product commissions; ask which applies to you.
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Common questions about Wealth Architects, LLC
How much does Wealth Architects, LLC manage?
Per its most recent SEC Form ADV filing (03/30/2026), Wealth Architects, LLC reports $2.4B in regulatory assets under management across roughly 3.3k client accounts.
How does Wealth Architects, LLC charge?
Wealth Architects, LLC is a fee-based firm. Its disclosed compensation arrangements are: % of assets, Hourly, Commissions. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Wealth Architects, LLC a fiduciary?
Yes. Wealth Architects, LLC is registered with the U.S. Securities and Exchange Commission (CRD #135373), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Wealth Architects, LLC taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Wealth Architects, LLC and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Wealth Architects, LLC's public SEC Form ADV filing (CRD #135373, filed 03/30/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Wealth Architects, LLC. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Wealth Architects, LLC? Claim this profile.