← Tributary

WEALTH ARCHITECTS, LLC

MOUNTAIN VIEW, CA · CRD 135373 · IAPD ↗ · wealtharchitects.com · 650-325-9044

$2.42BRegulatory AUM
13Advisory reps
23Employees
0Clients
251-500Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

49
April 2024 — WEALTH ARCHITECTS, LLC notice-filed in OR, WA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.