Wealth Architects

Finance · California, United States · 11-50 Employees

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Overview

Headquarters

800 W El Camino Real Ste 201, Mountain V...

Phone Number

(650) 325-9044

Revenue

$6.7 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
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Jun
ZI Rank
2
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1
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About Wealth Architects

WealthArchitects is a wealth management firm based in Silicon Valley that specializes in designing and executing comprehensive financial plans. The firm emphasizes that true wealth encompasses more than just financial assets, focusing on creating a fulfilling and meaningful life for its clients. WealthArchitects caters to individuals who value a holistic approach to wealth management, integrating personal values and community impact into their financial strategies. Their services include investment management, financial planning, and a commitment to social responsibility.Explore more
Wealth Architects's Social MediaPopular SearchesWealth Architects LLCWealth ArchitectsWealth Architects LtdFamily Wealth Architects LLCWealthArchitectsSIC Code 62,628NAICS Code 52,523Show more

Wealth Architects Org Chart

PhoneEmail
JY
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Chief Operating Officer

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CH
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Chief of Staff

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Wendy Jankoski, President & Chief Investment Officer at Wealth Architects
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President & Chief Investment Officer

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OM
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Operations Associate

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JG
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Receptionist and Administrative Assistant

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Wealth Architects

$6.7M
11-50
Private
-
2005
JY
Jina YiChief Operating Officer
$7.6M
11-50
Private
-
1962
JB
James BoneTeam Member
<$5M
11-50
Private
-
1962
NG
Nicole GayChief Compliance Officer
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesFounder & Wealth Management Advisor
<$5M
1-10
Private
-
2010
SM
Stacey MaloneMarketing & Account Service Associate
<$5M
1-10
Private
-
2019
N/A
<$5M
1-10
Private
-
2011
CF
Cheri FranklinPresident & Co-Founder
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Wealth Architects is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Wealth Architects is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Wealth Architects.

Wealth Architects Tech Stack

Top Finance Companies

Frequently Asked Questions Regarding Wealth Architects

What is Wealth Architects's official website?
Wealth Architects's official website is www.wealtharchitects.com
What is Wealth Architects's Revenue?
Wealth Architects's revenue is $6.7 Million
What is Wealth Architects's SIC code?
Wealth Architects's SIC: 62,628
What is Wealth Architects's NAICS code?
Wealth Architects's NAICS: 52,523
How many employees does Wealth Architects have?
Wealth Architects has 11-50 employees
What industry does Wealth Architects belong to?
Wealth Architects is in the industry of: Finance, Securities Trading
What is Wealth Architects competition?
Wealth Architects top competitors include: Clarity Capital Advisors, Vibrance Wealth Management, Chronos Wealth Management, Stockade Wealth Management
What technology does Wealth Architects use?
Some of the popular technologies that Wealth Architects uses are: Google Cloud Web Serving, Google Cloud Platform, Microsoft 365, Microsoft Exchange Online
How do I contact Wealth Architects?
Wealth Architects contact info: Phone number: (650) 325-9044 Website: www.wealtharchitects.com
What does Wealth Architects do?

WealthArchitects is a wealth management firm based in Silicon Valley that specializes in designing and executing comprehensive financial plans. The firm emphasizes that true wealth encompasses more than just financial assets, focusing on creating a fulfilling and meaningful life for its clients. WealthArchitects caters to individuals who value a ho... listic approach to wealth management, integrating personal values and community impact into their financial strategies. Their services include investment management, financial planning, and a commitment to social responsibility.Read More

What are Wealth Architects social media links?
Wealth Architects Linkedin page Wealth Architects Facebook page
Is Wealth Architects a public company?
Wealth Architects is private company therefore does not currently have an official ticker symbol
See more information about Wealth Architects

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