Wealth Architects, LLC Information

View Top Employees from Wealth Architects, LLC

Wealth Architects is an independent wealth management firm located in the Silicon Valley. We help clients navigate the financial and personal challenges that come with change and complexity, and we also ask them the big questions about what they want from their lives. For us, it's about more than financial stability. It's about building wealthier lives.

Website	http://www.wealtharchitects.com
Revenue	$6.8 million
Employees	34 (32 on RocketReach)
Founded	2005
Address	800 W. El Camino Real Suite 201, Mountain View, California 94040, US
Phone	+1 650-325-9044
Fax	(650) 325-9047
Technologies	JavaScript , HTML , PHP +15 more (view full list)
Industry	Financial Services, Finance General, Finance
Web Rank	15 Million
Keywords	Wealth Management, Financial Planning, Investment Management, Estate Planning, Retirement Planning, Tax Planning, Portfolio Management, Financial Advisor, Wealth Advisor, Financial Consultant, Investment Advisor, Trust Services, Legacy Planning, Risk Management, Insurance Planning, Chartered Financial Analyst, Certified Financial Planner, Financial Strategies, Long-Term Financial Planning, Wealth Preservation
Competitors	Fidelity Investments, Morgan Stanley, Vanguard, Schwab Advisor Services, Merrill Lynch, Edward Jones, LPL Financial, Financial Services Company, Raymond James, TIAA +46 more (view full list)
SIC	SIC Code 67 Companies, SIC Code 679 Companies
NAICS	NAICS Code 523 Companies, NAICS Code 5239 Companies, NAICS Code 52 Companies

Wealth Architects, LLC Questions

What is the annual revenue of Wealth Architects, LLC?

The Wealth Architects, LLC annual revenue was $6.8 million in 2026.

Who is the COO of Wealth Architects, LLC?

Jina Yi is the COO of Wealth Architects, LLC.

How many people are employed at Wealth Architects, LLC?

32 people are employed at Wealth Architects, LLC.

Where is Wealth Architects, LLC based?

Wealth Architects, LLC is based in Mountain View, California.

What is the NAICS code for Wealth Architects, LLC?

The NAICS codes for Wealth Architects, LLC are [523, 5239, 52].

What is the SIC code for Wealth Architects, LLC?

The SIC codes for Wealth Architects, LLC are [67, 679].

Top Wealth Architects, LLC Employees

Jina Yi

Chief Operating Officer at Wealth Architects, LLC

Mountain View, CA, US
1
- wealtharchitects.com
3
- +1 415-440-XXXX
- +1 415-609-XXXX
- +1 408-772-XXXX
Mark Gordon

Chief Investment Officer at Wealth Architects, LLC

California, United States
2
- wealtharchitects.com
- yahoo.com
2
- +1 650-325-XXXX
- +1 510-904-XXXX
Pat Phillips

Wealth Architect at Wealth Architects, LLC

Mountain View, CA, US
2
- gmail.com
- wealtharchitects.com
5+
- +1 205-459-XXXX
- +1 650-862-XXXX
- +1 650-325-XXXX
- +1 423-247-XXXX
- +1 423-718-XXXX
- +1 423-718-XXXX
Mark Johnsen

Chief Wealth Architect, CEO and Founder at Wealth Architects, LLC

California, United States
2
- wealtharchitects.com
- gmail.com
5+
- +1 650-325-XXXX
- +1 650-867-XXXX
- +1 650-559-XXXX
- +1 650-325-XXXX
- +1 650-863-XXXX
- +1 650-325-XXXX
Jennifer Hickox

Director, Client Services at Wealth Architects, LLC

California, United States
1
- gmail.com
3
- +1 949-292-XXXX
- +1 408-504-XXXX
- +1 623-444-XXXX
Charles Tran

Associate Wealth Architect at Wealth Architects, LLC

California, United States
2
- pacbell.net
- wealtharchitects.com
2
- +1 415-548-XXXX
- +1 415-377-XXXX
Chris Missirlian

Wealth Architect at Wealth Architects, LLC

Mountain View, CA, US
1
- wealtharchitects.com
1
- +1 559-916-XXXX
Christopher Titcombe

Money Coach at Wealth Architects, LLC

Round Rock, TX, US
4
- gmail.com
- yahoo.com
- metlife.com
- metlife.com.ar
5+
- +1 914-372-XXXX
- +1 718-909-XXXX
- +1 718-300-XXXX
- +1 718-543-XXXX
- +1 914-860-XXXX
- +1 347-749-XXXX
Clegg Hubbell

Chief of Staff at Wealth Architects, LLC

Encinitas, CA, US
1
- wealtharchitects.com
5+
- +1 760-652-XXXX
- +1 310-942-XXXX
- +1 760-277-XXXX
- +1 760-753-XXXX
- +1 858-622-XXXX
- +1 310-395-XXXX
Destiny Serna

Technology Associate at Wealth Architects, LLC

Mountain View, CA, US
1
- wealtharchitects.com
1
- +1 209-221-XXXX