| 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 |
Wealth Architects, LLC reports $2 billion in regulatory assets under management on its Form ADV.
Wealth Architects, LLC reports 23 employees.
Wealth Architects, LLC is based in Mountain View, CA and has been SEC-registered since 2005.
Wealth Architects, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| 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 |
| Discretionary | $1.91B |
| Non-discretionary | $131.8M |
| Total (RAUM) | $2.04B |