Wealth Architects, LLC

Firm record

As recorded in SEC IAPD

Firm CRD

135373

SEC number

801-64313

Firm type

RIA

Assets under management

$2.4B as of Mar 30, 2026

Website

www.wealtharchitects.com ↗

Phone

650-325-9044

Address

800 West El Camino Real, Mountain View, CA, 94040

Advisors at this firm

16 in our index · page 1 of 1

• Amy Elizabeth ConoCRD 5326681 · Mountain View, CA
  IA RegisteredRegistration inactive
• Mark Richard GordonCRD 5069708 · Mountain View, CA
  IA Registered
  Disclosure event(s) on record
• Mark Thomas JohnsenCRD 2349188 · Mountain View, CA
  IA Registered
• Jacqueline LaresCRD 6548023 · Mountain View, CA
  IA RegisteredRegistration inactive
• Christopher John MissirlianCRD 6537960 · Mountain View, CA
  IA Registered
• Alexis MarriottCRD 8050092 · Mountain View, CA
  IA Registered
• Justin Philip MazzonCRD 7833961 · Mountain View, CA
  IA Registered
• Samuel Koji Mitsui-ReyesCRD 7667434 · Mountain View, CA
  IA Registered
• Iris Sze-Wai NguyenCRD 5989937 · Mountain View, CA
  IA Registered
• Jessica NgCRD 6946860 · Mountain View, CA
  IA Registered
• Patrick Neal PhillipsCRD 6300288 · Mountain View, CA
  IA Registered
• Tyler Justin ScottCRD 4503501 · Mountain View, CA
  IA Registered
• Lillian Grace SwensonCRD 7724460 · Mountain View, CA
  IA Registered
• Wai Fung TangCRD 7144489 · Mountain View, CA
  IA Registered
• Charles Duc Huy TranCRD 7688881 · Mountain View, CA
  IA Registered
• Peter Chen TrinhCRD 6327333 · Mountain View, CA
  IA RegisteredRegistration inactive

Source & corrections

Where this page comes from

Advisor registration data on this site is reproduced from the SEC's Investment Adviser Public Disclosure (IAPD) system and FINRA's BrokerCheck. Those systems are the official records; this site is not. We do not alter the factual content of the records we reproduce.

Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.