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| Keyboard |
| Wealthfront Strategies LLC
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|---|---|
| CRD # | 289148 |
| SEC # | 801-111023 |
| CIK # | |
| AUM | 111.6 M (2026-05-01) |
| Employees | 21 (86% Investors, 10% 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 | 111.6 |
| (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 | 111.6 |
| By Discretionary | ||
| Discretionary | 1 | 111.6 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 111.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 111.6 | |
| Total | 1 | 111.6 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional |
| Related Firms | State | AUM |
|---|---|---|
|
Wealthfront Advisers LLC
✚
|
CA | 47.7 B |
|
Wealthfront Strategies LLC
✚
|
CA | 100.0 M |
| Comparable Firms | State | AUM |
|---|---|---|
|
Motilal Oswal Capital Limited
✚
|
116.1 M | |
|
Serone Capital Management LLC
✚
|
NY | 116.1 M |
|
Northwest Administrators Inc
✚
|
WA | 114.8 M |
|
Infinite Giving Advisory Services Inc
✚
|
GA | 112.8 M |
|
Scotia Partners LLC
✚
|
110.7 M | |
|
Peakshares LLC
✚
|
FL | 110.0 M |
|
Skypoint Capital Advisors LLC
✚
|
GA | 109.0 M |
|
Privacore Capital Advisors LLC
✚
|
NY | 108.5 M |
|
SRN Advisors LLC
✚
|
PA | 108.0 M |
|
River1 Asset Management LLC
✚
|
WI | 107.8 M |