NEWTOWN SQUARE, PACRD 171412Latest ADV March 18, 2026
Etf Architect is an SEC registered investment adviser organized as a limited liability company with a primary office location in Newtown Square, PA. Its latest Form ADV filing, dated March 18, 2026, reports $29.7B in regulatory assets under management, 44 employees, and 222 accounts.
Assets Under Management
$29.7B
Employees
44
Offices
--
Total Clients
222
Primary office
NEWTOWN SQUARE, PA
3803 WEST CHESTER PIKE, SUITE 150, NEWTOWN SQUARE, PA, United States
Top client segmentInvestment Cos. represent 44.1% of total clients.
Top client categories% of clientsClients
1
Investment Cos.
44.1%
98
2
HNWI
39.6%
88
3
Individuals
12.6%
28
4
Corporations
3.6%
8
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$29.7Bas of March 18, 2026
Discretionary96.6%
$28.7B
97% of total RAUM96.6%
Non-discretionary3.4%
$999M
3% of total RAUM3.4%
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.
Total AUM$29.7B
Total Accounts222
10Y AUM Change+$29.6B (+17812.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees44
Clients per Employee5:1
10Y Employee Change+35 (+388.9%)
* 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.