Sign in
Create a free account
WEALTHFRONT ADVISERS LLC
PALO ALTO, CA
855-695-8437
SEC #801-69766Total AUM
$47.7B
Employees
432Clients
518,639Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
261 HAMILTON AVE.
PALO ALTO
CA 94301
United States
PALO ALTO
CA 94301
United States
Operating Hours
7AM - 5PM PACIFIC TIME
Monday - Friday
Monday - Friday
Phone
855-695-8437
Financials
Total AUM
$47.7B
Accounts
687,493Discretionary
$46B
Accounts
618,466Non-Discretionary
$1.7B
Accounts
69,027
Clients
Individual Clients
505,816AUM
$30.2B
HNW Individual Clients
12,784AUM
$17.2B
Charitable Organization Clients
21AUM
$201.3M
Corporation or Business Clients
18AUM
$91.3M
Services
Services Offered
Individual Portfolio ManagementInstitutional Portfolio Management
Compensation Types
Charges Other FeeCharges Percentage AUM
Other Compensation
REVENUE SHARE WITH AFFILIATE - BD
Compliance
Disclosures
SEC/CFTC Order EntrySEC/CFTC Penalty/Cease-and-DesistSEC/CFTC Violation Finding
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 1 other business.