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WEALTHFRONT ADVISERS LLC
CRD 148456File 801-69766
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Jul 23, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$47.73B
Top 10% of cohort (national)
Discretionary AUM
$46.03B
Non-discretionary $1.70B
Clients
518,639
687,493 accounts
Employees
432
Top 10% of cohort in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Nov 21, 2008
- Principal office
- 261 HAMILTON AVE., PALO ALTO, CA, 94301
- Phone
- 855-695-8437
- Website
- HTTP://WWW.WEALTHFRONT.ORG
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $47.73B
- Discretionary AUM
- $46.03B
- Non-discretionary AUM
- $1.70B
- Discretionary accounts
- 618,466
- Non-discretionary accounts
- 69,027
- Total accounts
- 687,493
- AUM per client
- $92K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 18 | $91.3M |
| Charitable organizations | 21 | $201.3M |
| High net worth individuals | 12,784 | $17.19B |
| Individuals (other than high net worth individuals) | 505,816 | $30.25B |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Other (described) — REVENUE SHARE WITH AFFILIATE - BD
- A percentage of assets under your management
Advisory activities
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- Yes
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11C2
- Q11C4
- Q11C5
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Jun 1, 2026 | Employees | 402 | 432 | increased by30 |
| Jun 1, 2026 | Clients | 491,179 | 518,639 | increased by27,460 |
| Jun 1, 2026 | AUM | $42,948,787,664 | $47,727,850,795 | increased by$4,779,063,131 |
| Jun 1, 2026 | Accounts | 642,888 | 687,493 | increased by44,605 |
| Dec 1, 2025 vs May 1, 2025 | Employees | 324 | 402 | increased by78 |
| Dec 1, 2025 vs May 1, 2025 | Clients | 386,244 | 491,179 | increased by104,935 |
| Dec 1, 2025 vs May 1, 2025 | AUM | $35,915,923,641 | $42,948,787,664 | increased by$7,032,864,023 |
| Dec 1, 2025 vs May 1, 2025 | Accounts | 536,340 | 642,888 | increased by106,548 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 240 | 324 | increased by84 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 341,912 | 386,244 | increased by44,332 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $23,078,535,424 | $35,915,923,641 | increased by$12,837,388,217 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 443,072 | 536,340 | increased by93,268 |
| Oct 1, 2022 | Clients | 327,396 | 341,912 | increased by14,516 |
| Oct 1, 2022 | AUM | $24,868,743,770 | $23,078,535,424 | decreased by$1,790,208,346 |
| Oct 1, 2022 | Accounts | 422,207 | 443,072 | increased by20,865 |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “WEALTHFRONT ADVISERS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“WEALTHFRONT ADVISERS” 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.