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Wealthfront Advisers LLC

● SEC registered since 2008CRD 148456SEC# 801-69766Palo Alto, CA
Export (members)
Reg. AUM
$47.73B
Employees
432
Accounts
687,493
Location
Palo Alto, CA

Wealthfront Advisers LLC assets under management

Wealthfront Advisers LLC is an SEC-registered investment adviser based in Palo Alto, CA. The firm has been registered since 2008. It reports $47.7 billion in regulatory assets under management and employs 432 people.

Wealthfront Advisers LLC owners & executives

6 reported
NameTitleOwnershipSince
Alan Dean Imberman ControlChief Financial OfficerUnder 5%2018
Burton Gordon MalkielChief Investment OfficerUnder 5%2012
David Fortunato ControlChief Executive OfficerUnder 5%2025
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Frequently asked questions

How much does Wealthfront Advisers LLC manage?

Wealthfront Advisers LLC reports $47.7 billion in regulatory assets under management on its Form ADV.

How many employees does Wealthfront Advisers LLC have?

Wealthfront Advisers LLC reports 432 employees.

Where is Wealthfront Advisers LLC located?

Wealthfront Advisers LLC is based in Palo Alto, CA and has been SEC-registered since 2008.

Does Wealthfront Advisers LLC disclose fund performance?

Wealthfront Advisers LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address261 Hamilton Ave., Palo Alto, CA 94301
Phone855-695-8437
Fax(855) 695-8437
Office hours7a.m. - 5p.m. Pacific Time
SEC regionSan Francisco Regional Office (SFRO)
CIK1763921
Discloses disciplinary historyYes

Regulatory AUM

$47.73B▲ 33%
Jun '25 — $35.92BJul '25 — $35.92BAug '25 — $41.66BSep '25 — $41.66BOct '25 — $42.95BNov '25 — $42.95BDec '25 — $42.95BJan '26 — $42.95BFeb '26 — $42.95BMar '26 — $42.95BApr '26 — $42.95BMay '26 — $47.73BJun '26 — $47.73B
Jun '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 3%
Larger than 97% of 16,271 advisers
EmployeesTop 2%
More than 98% of 16,825 advisers

Assets under management

$47.73Bregulatory AUM
Discretionary $46.03BNon-discretionary $1.7B