FINANCIAL ARCHITECTS, LLC
CRD #116027 SEC #801-125000 WOODSTOCK, GA 770-517-8160
SEC Registered
Total AUM
$167M
Discretionary
$167M
Employees
3
Clients
10
Accounts
329
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Georgia
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 11, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Barnes, Kaitlyn, Michelle | I | FINANCIAL PLANNER, CHIEF COMPLIANCE OFFICER | NA | |
| HULTSTROM, DAVID, EARL | I | PRESIDENT, PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| HULTSTROM, DAVID, EARL | I | PRESIDENT, PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| HULTSTROM, DAVID, EARL | I | PRESIDENT, PORTFOLIO MANAGER, CHIEF COMPLIANCE OFFICER | E | Control |
| HULTSTROM, DAVID, EARL | I | PRESIDENT, PORTFOLIO MANAGER | E | Control |
| RAO, ANITHA, G | I | VICE PRESIDENT, WEALTH MANAGER | B | |
| RAO, ANITHA, G | I | VICE PRESIDENT, WEALTH MANAGER | B | |
| RAO, ANITHA, G | I | VICE PRESIDENT, WEALTH MANAGER | B | |
| RAO, ANITHA, G | I | VICE PRESIDENT, WEALTH MANAGER | B |
Registrations
Federal
IA
Feb 11, 2025 REGISTERED
Notice Filings (3)
FL GA TX
Address
302 CREEKSTONE RIDGEWOODSTOCK, GA 30188
United States
Phone: 770-517-8160