Fee-only adviser · Mountain View, CA
Wealth Architects, LLC
Wealth Architects, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Mountain View, California. On its latest Form ADV, filed March 30, 2026, it reports $2.4B in regulatory assets under management, 433 individual clients and 13 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 135373 · SEC file 801-64313 |
| Office | 800 West El Camino Real Suite 201 Mountain View, CA 94040 |
| Phone | (650) 325-9044 |
| Website | www.wealtharchitects.com |
| Regulatory assets under management | $2.4B ($2.2B discretionary) |
| Individual clients | 77 non-high-net-worth, 356 high-net-worth |
| Financial planning clients | 251-500 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 23 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Mountain View
- Waverley Wealth Management LLC $201M
- Disruptiveseculargrowth Corporation $35M
- Ap Investment Management $42M
- Northern Star Generational Wealth $5.5M
- Pariveda Investment Management $48M
- Ardent Capital $59M
See all 7 fee-only advisers in Mountain View →
Nearby
- Sunnyvale 3 firms
- Los Altos 16 firms
- Cupertino 6 firms
- Palo Alto 18 firms
- Santa Clara 4 firms
- Menlo Park 18 firms
- Saratoga 3 firms
- Campbell 5 firms
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