WEALTH ARCHITECTS, LLC
Mountain View, CA
AUM
$2.42B
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
13 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
650-325-9044
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in CA, MOUNTAIN VIEW
7 advisers found
WAVERLEY WEALTH MANAGEMENT LLC
Mountain View, CA
AUM
$201.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
650-559-9700
ARTA FINANCE
Mountain View, CA
AUM
$153.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
18 advisors
Clients
1-10
Fees
Percentage of AUM
650-318-3898
ARDENT CAPITAL
Mountain View, CA
AUM
$58.8M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM
650-887-4318
PARIVEDA INVESTMENT MANAGEMENT
Mountain View, CA
AUM
$47.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(650) 584-3621
AP INVESTMENT MANAGEMENT
Mountain View, CA
AUM
$41.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
650-618-1091
DISRUPTIVESECULARGROWTH CORPORATION
Mountain View, CA
AUM
$35.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
415 322 5170