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WEALTHFRONT STRATEGIES LLC
CRD 289148 · SEC 801-111023
261 HAMILTON AVE., PALO ALTO, CA, 94301, United States
Phone
844-995-8437
Fax
800-366-1679
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$111.6M
Discretionary AUM
$111.6M
Team
21 total employees; 18 advisory reps
Clients
—
Fees
Percentage of AUM
Org form
Limited Liability Company
Filing date
2026-05-01
Disciplinary history
No
Services
Portfolio management (investment companies)
Client types
| Type | Clients | AUM |
|---|---|---|
| Investment companies | 1 | $111.6M |
States served
CA, NE
Official SEC filing: View on IAPD