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Financial Architects, LLC

● SEC registered since 2022CRD 116027SEC# 801-125000Woodstock, GA
Export (members)
Reg. AUM
$167M
Employees
3
Accounts
329
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 $167 million in regulatory assets under management and employs 3 people.
www.financialarchitectsllc.comView on SEC.gov ↗

Financial Architects, LLC owners & executives

3 reported
NameTitleOwnershipSince
Anitha G RaoVice President, Wealth Manager10-25%2005
David Earl Hultstrom ControlPresident, Portfolio ManagerOver 75%2001
Kaitlyn Michelle BarnesFinancial Planner, Chief Compliance OfficerUnder 5%2023

Frequently asked questions

How much does Financial Architects, LLC manage?

Financial Architects, LLC reports $167 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

Address302 Creekstone Ridge, Woodstock, GA 30188
Phone770-517-8160
Fax770-517-8159
Office hours9 a.m. - 5 p.m.
SEC regionAtlanta Regional Office (ARO)
Discloses disciplinary historyNo

Assets under management

Discretionary$167M
Non-discretionary$0
Total (RAUM)$167M