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ARCHITECT EQUITY

EL SEGUNDO, CA · CRD 328703 · IAPD ↗ · 310-504-3760

$383.9MRegulatory AUM
13Advisory reps
15Employees
0Clients
n/aPlanning clients
4Private funds
0States
0Disclosures
fundSegment
ApprovedSEC status

Filing changes

38
April 2026 — ARCHITECT EQUITY shrank from 17 to 13 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
58
April 2026 — ARCHITECT EQUITY reported RAUM up 304% ($95.1M -> $383.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
80
May 2024 — ARCHITECT EQUITY (EL SEGUNDO, CA) is newly SEC-registered with $102.2M RAUM and 17 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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