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WEALTH ARCHITECTS, LLC
CRD 135373File 801-64313
APPROVED
Retail clients
Custody
Filing as of Mar 30, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$2.42B
Top 25% of cohort (national)
Discretionary AUM
$2.18B
Non-discretionary $233.4M
Clients
437
3,047 accounts
Employees
23
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Clients | 430 | 437 | increased by7 |
| Apr 1, 2026 | AUM | $2,041,852,281 | $2,415,227,160 | increased by$373,374,879 |
| Apr 1, 2026 | Accounts | 2,890 | 3,047 | increased by157 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 17 | 23 | increased by6 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 385 | 430 | increased by45 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $1,652,392,690 | $2,041,852,281 | increased by$389,459,591 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 2,361 | 2,890 | increased by529 |
| Apr 1, 2022 | Employees | 19 | 17 | decreased by2 |
| Apr 1, 2022 | Clients | 331 | 385 | increased by54 |
| Apr 1, 2022 | AUM | $1,341,101,818 | $1,652,392,690 | increased by$311,290,872 |
| Apr 1, 2022 | Accounts | 2,478 | 2,361 | decreased by117 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WEALTH ARCHITECTS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEALTH ARCHITECTS” may also match similarly-named firms). Confirm identity against each filing.
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.