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Wealthfront Strategies LLC

● SEC registered since 2017CRD 289148SEC# 801-111023Palo Alto, CA
Export (members)
Reg. AUM
Employees
23
Accounts
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 employs 23 people.

Wealthfront Strategies LLC owners & executives

5 reported
NameTitleOwnershipSince
Alan Dean Imberman ControlChief Financial OfficerUnder 5%2020
Boris KesslerGeneral CounselUnder 5%2023
David Fortunato ControlChief Executive OfficerUnder 5%2020
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Frequently asked questions

How many employees does Wealthfront Strategies LLC have?

Wealthfront Strategies LLC reports 23 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

Address261 Hamilton Ave., Palo Alto, CA 94301
Phone844-995-8437
Fax800-366-1679
Office hours7a.m. - 5p.m. Pacific Time
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo