Wealthfront Strategies LLC
● SEC registered since 2017CRD 289148SEC# 801-111023Palo Alto, CA
Reg. AUM
$111.6M
Employees
21
Accounts
1
Location
Palo Alto, CA
Wealthfront Strategies LLC assets under management
Wealthfront Strategies LLC is an SEC-registered investment adviser based in Palo Alto, CA. The firm has been registered since 2017. It reports $111.6 million in regulatory assets under management and employs 21 people.
Wealthfront Strategies LLC owners & executives
4 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Alan Dean Imberman Control | Chief Financial Officer | Under 5% | 2020 |
| David Fortunato Control | Chief Executive Officer | Under 5% | 2020 |
| Jonathan Foster Matthews Control | Chief Compliance Officer & Secretary | Under 5% | 2020 |
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Join to unlock · $37/moFrequently asked questions
How much does Wealthfront Strategies LLC manage?
Wealthfront Strategies LLC reports $111.6 million in regulatory assets under management on its Form ADV.
How many employees does Wealthfront Strategies LLC have?
Wealthfront Strategies LLC reports 21 employees.
Where is Wealthfront Strategies LLC located?
Wealthfront Strategies LLC is based in Palo Alto, CA and has been SEC-registered since 2017.
Does Wealthfront Strategies LLC disclose fund performance?
Wealthfront Strategies LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 261 Hamilton Ave., Palo Alto, CA 94301 |
| Phone | 844-995-8437 |
| Fax | 800-366-1679 |
| Office hours | 7a.m. - 5p.m. Pacific Time |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$111.6MNo change
May '26Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 91%
Larger than 9% of 16,271 advisers
EmployeesTop 23%
More than 77% of 16,825 advisers
Assets under management
$111.6Mregulatory AUM
Discretionary $111.6M