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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wealthfront Advisers LLC
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|---|---|
| CRD # | 148456 |
| SEC # | 801-69766 |
| CIK # | 0001763921 |
| AUM | $35.9 B (2025-06-02) |
| Employees | 324 (6% Investors, 16% Brokers) |
| Phone | 855-695-8437 |
| Address | 261 Hamilton Ave Palo Alto, CA 94301 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($B) |
|---|
| Sector | Form 13F Holdings | Value ($B) | |
|---|---|---|---|
| Nvidia Corp | 0.7 | ||
| Microsoft Corp | 0.4 | ||
| Apple Inc | 0.3 | ||
| Amazon Com Inc | 0.2 | ||
| Facebook Inc | 0.2 | ||
| Holdings by Sector ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 381,348 | 25.6 |
| (b) Individuals (high net worth individuals) | 4,864 | 10.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 20 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 0.1 |
| (n) Other | 0 | 0.0 |
| Total | 536,340 | 35.9 |
| By Discretionary | ||
| Discretionary | 502,198 | 35.3 |
| Non-Discretionary | 34,142 | 0.6 |
| Total | 536,340 | 35.9 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 35.9 | |
| Total | 536,340 | 35.9 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001763921] |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Wealthfront Advisers LLC
✚
|
CA | 35.9 |
|
Wealthfront Strategies LLC
✚
|
CA | 1.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Jarislowsky Fraser Limited
✚
|
38.2 | |
|
Silchester International Investors LLP
✚
|
38.0 | |
|
Canso Investment Counsel Ltd
✚
|
37.8 | |
|
Beutel Goodman & Company Ltd
✚
|
36.3 | |
|
Atlanta Capital Management Company LLC
✚
|
GA | 36.3 |
|
Edgewood Management LLC
✚
|
CT | 35.9 |
|
BMO Private Investment Counsel Inc
✚
|
35.8 | |
|
IEQ Capital LLC
✚
|
CA | 35.4 |
|
Fayez Sarofim & Co LLC
✚
|
TX | 34.5 |
|
CWM LLC
✚
|
NE | 33.8 |