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Secretary · Wealthfront Advisers LLC

Lauren D Lin

CRD 5847318 · Named on Form ADV at one SEC-registered adviser

At a glance

Wealthfront Advisers LLC, an SEC-registered wealth manager based in Palo Alto, CA with $47.7 billion in regulatory assets, lists Lauren D Lin on its Form ADV as Secretary, a control person.

Firms and roles

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Lauren’s stakes and control

What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.

Ownership stake at the firm
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Control-person status
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When each role began
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Each firm’s assets and growth
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Colleagues named on the same filings

Something wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Lauren’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.