A complete list of active advisors currently associated with Wealth Architects, LLC
Warmer can help you find a great advisor at Wealth Architects, LLC or one who fits your needs even better.
Wealth Architects serves individual investors (including high‑net‑worth clients), their trusts and estates, retirement plans, pension and profit‑sharing plans, and charitable organizations. The firm provides comprehensive wealth management, wealth planning and consulting, and coordinates non‑investment services through a “Board of Advisors” of third‑party professionals. The firm’s investment process is built on modern portfolio theory and tailored strategic asset allocation, using client questionnaires, an Investment Policy Statement and financial planning software to design individualized plans. Portfolio management is typically discretionary and implemented mainly with mutual funds, exchange‑traded funds and individual debt securities, with access to sub‑advisors such as Aperio and Parametric and occasional consideration of alternative investments for qualified clients. Noteworthy differences from many peers include the firm’s use of client testimonials in advertising, an uncommon practice among similar multi‑team advisors, and its ownership structure combining a family trust majority owner with minority employee ownership. The firm also documents ERISA fiduciary obligations (including reliance on PTE 2020‑02 when applicable) and offers a Board of Advisors referral coordination model under which recommended third‑party providers are engaged directly by clients without referral fees to the firm.
To learn more about the advisors currently working at Wealth Architects, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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