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| Wealth Architects LLC
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| |
|---|---|
| CRD # | 135373 |
| SEC # | 801-64313 |
| CIK # | 0001611518 |
| AUM | $1.8 BB (2024-03-06) |
| Employees | 23 (48% Investors, 0% Brokers) |
| Phone | 650-325-9044 |
| Address | 800 West El Camino Real Mountain View, CA 94040 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] |
| Total AUM ($MM) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 35.8 | |
| LRCX | 60,793.2 | 32.2 | |
| META | 434,852.0 | 8.9 | |
| MSFT | 1,918,222.4 | 7.3 | |
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 95 | 31.5 |
| (b) Individuals (high net worth individuals) | 322 | 1,718.6 |
| (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 | 3 | 28.3 |
| (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 | 2,688 | 1,778.3 |
| By Discretionary | ||
| Discretionary | 2,406 | 1,647.1 |
| Non-Discretionary | 282 | 131.2 |
| Total | 2,688 | 1,778.3 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,778.3 | |
| Total | 2,688 | 1,778.3 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001611518] |
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|---|---|---|
|
RKL Wealth Management LLC
✚
|
PA | 1.8 |
|
Wealthquest Corporation
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OH | 1.8 |
|
Claret Asset Management Corp
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|
1.8 | |
|
ML & R Wealth Management LLC
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TX | 1.8 |
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Reinhart Partners LLC
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WI | 1.8 |
|
Summit Financial Strategies Inc
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OH | 1.8 |
|
Rockwood Wealth Management LLC
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PA | 1.8 |
|
Main Street Financial Solutions LLC
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PA | 1.8 |
|
Mainline West Fund Manager LLC
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CO | 1.8 |
|
Giverny Capital Inc
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|
1.8 |