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| Wealthfront Advisers LLC
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|---|---|
| CRD # | 148456 |
| SEC # | 801-69766 |
| CIK # | 0001763921 |
| AUM | $23.1 BB (2023-03-09) |
| Employees | 265 (4% Investors, 16% Brokers) |
| Phone | 855-695-8437 |
| Address | 261 Hamilton Ave Palo Alto, CA 94301 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] [Facebook] [Instagram] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($BB) | Value ($BB) |
|---|---|---|---|
| AAPL | 2,382.8 | 0.2 | |
| MSFT | 1,918.2 | 0.2 | |
| NVDA | 399.6 | 0.1 | |
| AMZN | 1,093.0 | 0.1 | |
| Holdings by Sector ($BB) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 339,189 | 17.4 |
| (b) Individuals (high net worth individuals) | 2,686 | 5.6 |
| (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 | 24 | 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 | 13 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 443,072 | 23.1 |
| By Discretionary | ||
| Discretionary | 443,025 | 23.1 |
| Non-Discretionary | 47 | 0.0 |
| Total | 443,072 | 23.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 23.1 | |
| Total | 443,072 | 23.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001763921] |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Wealthfront Advisers LLC
✚
|
CA | 23.1 |
|
Wealthfront Strategies LLC
✚
|
CA | 1.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Highland Associates Inc
✚
|
AL | 25.6 |
|
Advanced Capital Group Inc
✚
|
MN | 24.7 |
|
Asset Allocation & Management Company LLC
✚
|
IL | 24.0 |
|
Valic Financial Advisors Inc
✚
|
TX | 23.2 |
|
Ameritas Investment Partners Inc
✚
|
NE | 23.1 |
|
Wasatch Advisors Inc
✚
|
UT | 22.4 |
|
Buckingham Strategic Wealth LLC
✚
|
MO | 22.1 |
|
Clark Capital Management Group Inc
✚
|
PA | 21.9 |
|
PNC Investments LLC
✚
|
PA | 21.6 |
|
Spectrum Asset Management Inc
✚
|
CT | 21.4 |