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| Financial Arcitects Inc
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|
|
|---|---|
| CRD # | 148897 |
| SEC # | 801-120307 |
| CIK # | |
| AUM | $472.5 M (2026-02-09) |
| Employees | 12 (83% Investors, 0% Brokers) |
| Phone | 616-288-3670 |
| Address | 7699 Georgetown Center Drive Jenison, MI 49428 |
| Source | [IAPD] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 810 | 191.0 |
| (b) Individuals (high net worth individuals) | 87 | 242.7 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 2 | 16.5 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 1 | 19.1 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 2 | 3.1 |
| (n) Other | 0 | 0.0 |
| Total | 2,069 | 472.5 |
| By Discretionary | ||
| Discretionary | 2,063 | 470.1 |
| Non-Discretionary | 6 | 2.4 |
| Total | 2,069 | 472.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 472.5 | |
| Total | 2,069 | 472.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Trueblood Wealth Management LLC
✚
|
OH | 0.5 |
|
Markowski Brothers Holding Corporation
✚
|
0.5 | |
|
Spielberger & Brooks Inc
✚
|
NY | 0.5 |
|
Juncture Wealth Strategies LLC
✚
|
AZ | 0.5 |
|
Coign Capital Advisors LLC
✚
|
UT | 0.5 |
|
Blue Water Wealth Inc
✚
|
OR | 0.5 |
|
Planned Financial Services LLC
✚
|
OH | 0.5 |
|
WealthEdge Investment Advisors LLC
✚
|
NY | 0.5 |
|
Wealth Effects LLC
✚
|
MA | 0.5 |
|
Rinkey Investments
✚
|
CA | 0.5 |