← Tributary

WEALTHFRONT STRATEGIES LLC

PALO ALTO, CA · CRD 289148 · IAPD ↗ · 844-995-8437

$111.6MRegulatory AUM
18Advisory reps
21Employees
0Clients
n/aPlanning clients
0Private funds
2States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

60
December 2025 — WEALTHFRONT STRATEGIES LLC grew from 14 to 19 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software
69
November 2024 — WEALTHFRONT STRATEGIES LLC grew from 5 to 14 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

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