SEC CRD #801-64313
We are a wealth management firm located in Silicon Valley that helps you design and execute a comprehensive financial plan. We help you think about what a ... Wealth Architects is an independent wealth management firm located in the Silicon Valley. We help clients navigate the financial and personal challenges. We are a company built on purpose powered by authentic people. Many of our team members developed extensive expertise in the financial and related industries.
JINA YI
CHIEF COMPLIANCE OFFICER
📞 (650) 325-9044
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AUM
$2.4B
Location
MOUNTAIN VIEW, CA
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