|
⚲
|
| Wealthfront Strategies LLC
✚
| |
|---|---|
| CRD # | 289148 |
| SEC # | 801-111023 |
| CIK # | |
| AUM | $1.2 BB (2023-10-27) |
| Employees | 11 (45% Investors, 18% Brokers) |
| Phone | 844-995-8437 |
| Address | 261 Hamilton Ave Palo Alto, CA 94301 |
| Source | [IAPD] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 0 | 0.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 1 | 1,178.5 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1 | 1,178.5 |
| By Discretionary | ||
| Discretionary | 1 | 1,178.5 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1 | 1,178.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,178.5 | |
| Total | 1 | 1,178.5 |
| Related Firms | State | AUM ($BB) |
|---|---|---|
|
Wealthfront Advisers LLC
✚
|
CA | 30.2 |
|
Wealthfront Strategies LLC
✚
|
CA | 1.2 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Brightspire Capital Advisors LLC
✚
|
NY | 1.2 |
|
Cohen & Company Financial Management LLC
✚
|
NY | 1.2 |
|
DB Advisory America Limited Ltd
✚
|
NY | 1.2 |
|
Advisorshares Investments LLC
✚
|
MD | 1.2 |
|
Bank of Hawaii
✚
|
HI | 1.2 |
|
Mesirow Institutional Investment Management Inc
✚
|
IL | 1.2 |
|
OFS CLO Management LLC
✚
|
IL | 1.2 |
|
Man Investments Australia Limited
✚
|
1.2 | |
|
SV Health Investors LLC
✚
|
MA | 1.1 |
|
HBC Group LLC
✚
|
CO | 1.1 |