WEALTH ARCHITECTS, LLC

CRD 135373File 801-64313

APPROVED

Retail clients

Custody

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$2.42B

Top 25% of cohort (national)

Discretionary AUM

$2.18B

Non-discretionary $233.4M

Clients

437

3,047 accounts

Employees

Top 25% of cohort in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: SFRO
Registration date: May 19, 2005
Principal office: 800 WEST EL CAMINO REAL, SUITE 201, MOUNTAIN VIEW, CA, 94040
Phone: 650-325-9044
Website: HTTP://WWW.WEALTHARCHITECTS.COM

Assets & accounts

ADV Item 5F

Total regulatory AUM: $2.42B
Discretionary AUM: $2.18B
Non-discretionary AUM: $233.4M
Discretionary accounts: 2,750
Non-discretionary accounts: 297
Total accounts: 3,047
AUM per client: $5.5M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	1	$448K
Charitable organizations	Fewer than 5	$43.2M
High net worth individuals	356	$2.35B
Individuals (other than high net worth individuals)	77	$19.0M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other advisory activities
Financial planning services
Selection of other advisers
Portfolio management for businesses
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: Yes
Firm Custody Assets: No
Firm Custody Clients: Yes
Firm Custody Securities: Yes
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.