MOUNTAIN VIEW, CACRD 135373Latest ADV March 30, 2026
Wealth Architects, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Mountain View, CA. Its latest Form ADV filing, dated March 30, 2026, reports $2.4B in regulatory assets under management, 23 employees, and 3,047 accounts.
Assets Under Management
$2.4B
Employees
23
Offices
--
Total Clients
437
Primary office
MOUNTAIN VIEW, CA
800 WEST EL CAMINO REAL, SUITE 201, MOUNTAIN VIEW, CA, United States
Top client segmentHNWI represent 81.5% of total clients.
Top client categories% of clientsClients
1
HNWI
81.5%
356
2
Individuals
17.6%
77
3
Charitable
0.7%
3
4
Corporations
0.2%
1
Categories with <5 clients
Charitable Organizations<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$2.4Bas of March 30, 2026
Discretionary90.3%
$2.2B
90% of total RAUM90.3%
Non-discretionary9.7%
$233M
10% of total RAUM9.7%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$2.4B
Total Accounts3,047
10Y AUM Change+$1.6B (+196.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees23
Clients per Employee19:1
10Y Employee Change+9 (+64.3%)
* 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.