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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| Wealthfront Strategies LLC
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|---|---|
| CRD # | 289148 |
| SEC # | 801-111023 |
| CIK # | |
| AUM | $1.3 B (2024-10-29) |
| Employees | 18 (78% Investors, 11% Brokers) |
| Phone | 844-995-8437 |
| Address | 261 Hamilton Ave Palo Alto, CA 94301 |
| Source | [IAPD] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 1,328.6 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 1,328.6 |
| By Discretionary | ||
| Discretionary | 1 | 1,328.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 1,328.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,328.6 | |
| Total | 1 | 1,328.6 |
| Related Firms | State | AUM ($B) |
|---|---|---|
|
Wealthfront Advisers LLC
✚
|
CA | 35.9 |
|
Wealthfront Strategies LLC
✚
|
CA | 1.3 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pence Capital Management LLC
✚
|
CA | 1.4 |
|
Enhanced PK Services LLC
✚
|
PR | 1.3 |
|
AlpInvest Private Equity Investment Management LLC
✚
|
NY | 1.3 |
|
TVL Management Corporation
✚
|
1.3 | |
|
ForUsAll Advisors LLC
✚
|
1.3 | |
|
Composition Capital LP
✚
|
CA | 1.3 |
|
Velocity Capital Advisors LLC
✚
|
NY | 1.3 |
|
Dock Street Capital Management LLC
✚
|
CT | 1.3 |
|
Brightspire Capital Advisors LLC
✚
|
NY | 1.3 |
|
Weathergage Capital LLC
✚
|
TX | 1.3 |