Falists
← Back to search

WEALTHFRONT ADVISERS LLC

CRD 148456 · SEC 801-69766

Visit website

261 HAMILTON AVE., PALO ALTO, CA, 94301, United States

Phone

855-695-8437

Fax

(855) 695-8437

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$47.73B

Discretionary AUM

$46.03B

Team

432 total employees; 24 advisory reps

Clients

0

Fees

Percentage of AUM; REVENUE SHARE WITH AFFILIATE - BD

Org form

Limited Liability Company

Filing date

2026-05-01

Disciplinary history

Yes

Services

Portfolio management (individuals)Portfolio management (institutions)

Client types

TypeClientsAUM
Individuals505816$30.25B
High net worth individuals12784$17.19B
Charitable organizations21$201.3M
Corporations/business entities18$91.3M

States served

VT, AL, AK, AZ, AR, CA, CO, DE, DC, GA, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MT, NE, NV, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, TN, UT, VA, WV, WI, WY, VI, MO, WA, TX, NH, HI, CT, FL, SD

All web addresses on file

Official SEC filing: View on IAPD