Wealth Architects is an investment advisor in Mountain View with $1.65 bn assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
203052198
SEC advisor number
801-64313
FINRA CRD number
135373
AUM ?
$1.78 bn
(as of 6 Mar 24)
Accounts
2,688
(as of 6 Mar 24)
Employees
23
(11 investment advisory or research)
Address
Wealth Architects
800 WEST EL CAMINO REAL SUITE 201
MOUNTAIN VIEW
CA 94040
800 WEST EL CAMINO REAL SUITE 201
MOUNTAIN VIEW
CA 94040
Phone
6503259044
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
14 Feb 24
13F-HR
Quarterly holdings report by institutional manager
9 Nov 23
13F-HR
Quarterly holdings report by institutional manager
2 Aug 23
13F-HR
Quarterly holdings report by institutional manager
21 Apr 23
13F-HR
Quarterly holdings report by institutional manager
9 Feb 23
13F-HR
Quarterly holdings report by institutional manager
24 Oct 22
13F-HR
Quarterly holdings report by institutional manager
29 Jul 22
13F-HR
Quarterly holdings report by institutional manager
17 May 22
13F-HR
Quarterly holdings report by institutional manager
19 Jan 22
13F-HR
Quarterly holdings report by institutional manager
9 Nov 21