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

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. Their services are tailored for individuals who value independence and community, and who seek a different approach to wealth advising. WealthArchitects aims to support clients in understanding and achieving their unique definitions of wealth.Explore more
Wealth Architects's Social MediaSIC Code 62,628NAICS Code 52,523Show more

Wealth Architects Org Chart

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Chief of Staff

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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
<$5M
1-10
Private
-
2010
DM
David MartySenior Manager, Tax
Illustration of an envelope

Wealth Architects Tech Stack

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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: Longview Advisors, Reynolds 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. Their services are tailored for individuals who value... independence and community, and who seek a different approach to wealth advising. WealthArchitects aims to support clients in understanding and achieving their unique definitions of wealth.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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