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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 Aug 17, 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
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 |
|---|---|---|---|
| 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.