|
⚲
|
| Financial Architects LLC
✚
|
|
|---|---|
| CRD # | 116027 |
| SEC # | 801-125000 |
| CIK # | 0001416692, 0002008540 |
| AUM | $199.2 M (2026-02-04) |
| Employees | 3 (100% Investors, 0% Brokers) |
| Phone | 770-517-8160 |
| Address | 302 Creekstone Ridge Woodstock, GA 30188 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Apple Inc | 0.4 | ||
| Home Depot Inc | 0.4 | ||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 39 | 17.6 |
| (b) Individuals (high net worth individuals) | 61 | 181.5 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 345 | 199.2 |
| By Discretionary | ||
| Discretionary | 345 | 199.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 345 | 199.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 199.2 | |
| Total | 345 | 199.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001416692] | |
| 13F-HR | [0002008540] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
DBK Financial Counsel LLC
✚
|
OH | 0.2 |
|
Executive Financial Services Inc
✚
|
MI | 0.2 |
|
Tranquilli Financial Advisor LLC
✚
|
NJ | 0.2 |
|
Sechrest Financial Services LLC
✚
|
MA | 0.2 |
|
AIO Financial LLC
✚
|
AZ | 0.2 |
|
RIK Saylor Financial Inc
✚
|
OH | 0.2 |
|
RWA Advisors LLC
✚
|
FL | 0.2 |
|
Bedminster LLC
✚
|
SC | 0.2 |
|
MJT & Associates Financial Advisory Group Inc
✚
|
MN | 0.2 |
|
Erickson Financial Group LLC
✚
|
PA | 0.2 |