Financial Architects LLC

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Assets, Funds, Holdings

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Financial Architects LLC
CRD #116027
SEC #801-125000
CIK #0001416692, 0002008540
AUM 199.2 M (2026-02-04)
Employees 3 (100% Investors, 0% Brokers)
Fees
Minimum
Phone770-517-8160
Address302 Creekstone Ridge
Woodstock, GA 30188
Source [IAPD] [EDGAR] [Website] [LinkedIn]
Total AUM ($M)
200160120804002010201520212027
Sector Form 13F Holdings Value ($M)
Apple Inc 0.4
Home Depot Inc 0.4
 
 
 
 
 
 
 
 
 
Holdings by Sector ($M)
80064048032016002011201620212027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 39 17.6
(b) Individuals (high net worth individuals) 61 181.5
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 345 199.2
By Discretionary
Discretionary 345 199.2
Non-Discretionary 0 0.0
Total 345 199.2
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 199.2
Total 345 199.2
EDGAR Form CIK 2011 - 2026
13F-HR [0001416692]
13F-HR [0002008540]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
Clients7
ServesInstitutional, Retail
Comparable Firms State AUM
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OH 199.5 M
Executive Financial Services Inc
MI 199.4 M
Tranquilli Financial Advisor LLC
NJ 199.4 M
Sechrest Financial Services LLC
MA 199.2 M
AIO Financial LLC
AZ 199.2 M
RIK Saylor Financial Inc
OH 199.2 M
RWA Advisors LLC
FL 199.1 M
Bedminster LLC
SC 199.0 M
MJT & Associates Financial Advisory Group Inc
MN 198.9 M
Erickson Financial Group LLC
PA 198.9 M
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tony@aum13f.com