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 Wealth Management advisors in CA, MOUNTAIN VIEW
10 advisers found
ZANBATO ADVISORS LLC
Mountain View, CA
AUM
$2.08B
Wealth Mgmt
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Performance-based fees
866-926-2286
INFANGER INVESTMENT TECHNOLOGY, LLC
Mountain View, CA
AUM
$494.9M
Wealth MgmtInstitutional
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
650-961-5176
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
NORTHERN STAR GENERATIONAL WEALTH
Mountain View, CA
AUM
$5.5M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(650) 319-3380
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