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WEALTH ARCHITECTS LLC
941-475-5311
SEC #801-60632Total AUM
$27.1M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
Operating Hours
9:30 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
941-475-5311
Financials
Total AUM
$27.1M
Accounts
43Discretionary
$20.4M
Accounts
39Non-Discretionary
$6.7M
Accounts
4
Clients
None reported
Services
Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
None reported
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.