Financial & Tax Architects, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in St. Louis, MO.
Assets Under Management
$506M
Employees
71
Offices
21 offices
Total Clients
1,574
Primary office
ST. LOUIS, MO
12412 POWERSCOURT DRIVE, SUITE 25, ST. LOUIS, MO, United States
Top client segmentIndividuals represent 90.0% of total clients.
Top client categories% of clientsClients
1
Individuals
90.0%
1,416
2
HNWI
9.5%
149
3
Other Advisers
0.6%
9
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$506Mas of May 7, 2026
Discretionary100.0%
$506M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$506M
Total Accounts3,736
10Y AUM Change+$424M (+514.3%)
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Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees71
Clients per Employee22:1
10Y Employee Change+52 (+273.7%)
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Historical AUM and employee figures reflect available SEC Form ADV filings under this CRD. Filing gaps may reflect registration status changes, dormant periods, state registration periods, firm restructuring, or other reporting changes. Rialytix does not interpolate missing periods.
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.