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| Financial & Tax Architects LLC
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|---|---|
| CRD # | 119169 |
| SEC # | 801-114688 |
| CIK # | 0001758543 |
| AUM | 506.2 M (2026-06-18) |
| Employees | 71 (56% Investors, 0% Brokers) |
| Phone | 314-858-1122 |
| Address | 12412 Powerscourt Drive St Louis, MO 63131 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Chevron Corp | 0.0 | ||
| Wal Mart Stores Inc | 0.0 | ||
| FPL Group Inc | 0.0 | ||
| Johnson & Johnson | 0.0 | ||
| Caterpillar Inc | 0.0 | ||
| Coca Cola Co | 0.0 | ||
| International Business Machines Corp | 0.0 | ||
| AbbVie Inc | 0.0 | ||
| General Dynamics Corp | 0.0 | ||
| PepsiCo Inc | 0.0 | ||
| View All | |||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 1,416 | 212.6 |
| (b) Individuals (high net worth individuals) | 149 | 162.4 |
| (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 | 9 | 131.3 |
| (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 | 3,736 | 506.2 |
| By Discretionary | ||
| Discretionary | 3,736 | 506.2 |
| Non-Discretionary | 0 | 0.0 |
| Total | 3,736 | 506.2 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 506.2 | |
| Total | 3,736 | 506.2 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0001758543] |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.1B |
| Serves | Retail, Research |
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