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Wealth Architect · Wealth Architects, LLC

Patrick N. Phillips

CRD 6300288 · Named on Form ADV at one SEC-registered adviser

At a glance

Wealth Architects, LLC, an SEC-registered wealth manager based in Mountain View, CA with $2.4 billion in regulatory assets, lists Patrick N. Phillips on its Form ADV as Wealth Architect.

Firms and roles

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Patrick’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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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.

Colleagues named on the same filings (6)

1 more person named with Patrick on the same filings, with titles and firms. Free in Atlas with a free account.

See all 6 free

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