Financial ADVSR advisor directory · SEC adviser records
Wealth Architects, LLC financial advisors in California
Every SEC-registered investment adviser representative at a Wealth Architects, LLC office in California, by city and A to Z.
13 registered advisors work at Wealth Architects, LLC in California, out of 13 nationwide; it's the firm's number 1 state by advisors, and the most are in Mountain View (13). 6 list the CFP designation and 0 are also registered broker representatives.
Wealth Architects, LLC advisors by city in California
Every firm in California →Wealth Architects, LLC advisors in California, A to Z
Search by name →- Amy E. ConoMountain View · Certified Financial Planner
- Mark R. GordonMountain View · Certified Financial Planner, Chartered Financial Analyst
- Mark T. JohnsenMountain View
- Alexis MarriottMountain View
- Justin P. MazzonMountain View · Chartered Financial Analyst
- Samuel K. Mitsui-ReyesMountain View
- Iris S. NguyenMountain View
- Patrick N. PhillipsMountain View · Certified Financial Planner
- Tyler J. ScottMountain View · Certified Financial Planner, Chartered Financial Analyst
- Lillian G. SwensonMountain View
- Wai Fung TangMountain View · Chartered Financial Analyst
- Charles D. TranMountain View · Certified Financial Planner
- Peter C. TrinhMountain View · Certified Financial Planner
Wealth Architects, LLC advisors in every state →Wealth Architects, LLC: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Wealth Architects, LLC financial advisors are in California?
13 investment adviser representatives are registered at Wealth Architects, LLC offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 13 at the firm nationwide. 6 list the CFP designation and 0 are also registered as broker representatives.
Where in California does Wealth Architects, LLC have the most advisors?
Mountain View, with 13. Wealth Architects, LLC has advisors in 1 city in California.
How do I check a Wealth Architects, LLC advisor in California?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Wealth Architects, LLC office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.