Wealth Architects, LLC
● SEC registered since 2005CRD 135373SEC# 801-64313Mountain View, CA
Reg. AUM
$2.42B
Employees
23
Accounts
3,047
Location
Mountain View, CA
Wealth Architects, LLC assets under management
Wealth Architects, LLC is an investment advisory firm registered with the SEC based in Mountain View, CA. The firm has been registered since 2005. It reports $2.4 billion in regulatory assets under management and employs 23 people.
Wealth Architects, LLC owners & executives
10 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Iris Sze-Wai Nguyen | Wealth Architect | Under 5% | 2011 |
| Jina Yi Control | Coo/Cco | Under 5% | 2016 |
| Johnsen Family Living Trust Dated 12/5/2005 Control | Owner | Over 75% | 2005 |
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Join to unlock · $37/moFrequently asked questions
How much does Wealth Architects, LLC manage?
Wealth Architects, LLC reports $2.4 billion in regulatory assets under management on its Form ADV.
How many employees does Wealth Architects, LLC have?
Wealth Architects, LLC reports 23 employees.
Where is Wealth Architects, LLC located?
Wealth Architects, LLC is based in Mountain View, CA and has been SEC-registered since 2005.
Does Wealth Architects, LLC disclose fund performance?
Wealth Architects, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 800 West el Camino Real, Suite 201, Mountain View, CA 94040 |
| Phone | 650-325-9044 |
| Fax | 650-325-9047 |
| Office hours | 8:00 a.m. To 5:00 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$2.42B▲ 18%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 20%
Larger than 80% of 16,271 advisers
EmployeesTop 22%
More than 78% of 16,825 advisers
Assets under management
$2.42Bregulatory AUM
Discretionary $2.18BNon-discretionary $233.4M