Financial Architects, LLC
● SEC registered since 2022CRD 116027SEC# 801-125000Woodstock, GA
Reg. AUM
$199.2M
Employees
3
Accounts
345
Location
Woodstock, GA
Financial Architects, LLC assets under management
Financial Architects, LLC is a registered investment adviser overseen by the SEC based in Woodstock, GA. The firm has been registered since 2022. It reports $199.2 million in regulatory assets under management and employs 3 people.
Financial Architects, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Anitha G Rao | Vice President, Wealth Manager | 10-25% | 2005 |
| David Earl Hultstrom Control | President, Portfolio Manager | Over 75% | 2001 |
| Kaitlyn Michelle Barnes | Financial Planner, Chief Compliance Officer | Under 5% | 2023 |
Frequently asked questions
How much does Financial Architects, LLC manage?
Financial Architects, LLC reports $199.2 million in regulatory assets under management on its Form ADV.
How many employees does Financial Architects, LLC have?
Financial Architects, LLC reports 3 employees.
Where is Financial Architects, LLC located?
Financial Architects, LLC is based in Woodstock, GA and has been SEC-registered since 2022.
Does Financial Architects, LLC disclose fund performance?
Financial Architects, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 302 Creekstone Ridge, Woodstock, GA 30188 |
| Phone | 770-517-8160 |
| Fax | 770-517-8159 |
| Office hours | 9 a.m. - 5 p.m. |
| SEC region | Atlanta Regional Office (ARO) |
| Discloses disciplinary history | No |
Regulatory AUM
$199.2M▲ 19%
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 75%
Larger than 25% of 16,271 advisers
EmployeesTop 77%
More than 23% of 16,825 advisers
Assets under management
$199.2Mregulatory AUM
Discretionary $199.2M