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Wealth Architects, LLC Information

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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 33 (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
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, Schwab Advisor Services, Vanguard, Merrill Lynch, Edward Jones, Financial Services Company, LPL Financial, Raymond James, TIAA +46 more (view full list)
SIC SIC Code 67 Companies, SIC Code 679 Companies
NAICS NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies

Wealth Architects, LLC Questions

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

Jina Yi is the COO of Wealth Architects, LLC.

32 people are employed at Wealth Architects, LLC.

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

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

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

Top Wealth Architects, LLC Employees

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