FINANCIAL & TAX ARCHITECTS, LLC
CRD #119169 SEC #801-114688 ST. LOUIS, MO 314-858-1122
SEC Registered
Total AUM
$443M
Discretionary
$443M
Employees
53
Clients
101
Accounts
3,347
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $443M | $443M | $0 | 53 | 0 |
| Jun 2025 | $443M | $443M | $0 | 53 | 0 |
| Mar 2025 | $443M | $443M | $0 | 53 | 0 |
| Jan 2025 | $409.9M | $354.1M | $55.8M | 38 | 0 |
| Jan 2025 | $409.9M | $354.1M | $55.8M | 38 | 0 |
| Oct 2024 | $409.9M | $354.1M | $55.8M | 38 | 0 |
| Aug 2024 | $409.9M | $354.1M | $55.8M | 38 | 0 |
| Aug 2024 | $409.9M | $354.1M | $55.8M | 38 | 0 |
| Jul 2024 | $409.9M | $354.1M | $55.8M | 38 | 0 |
| Jul 2024 | $409.9M | $354.1M | $55.8M | 38 | 0 |
| May 2024 | $378.9M | $345.8M | $33.1M | 38 | 0 |
| Apr 2024 | $378.9M | $345.8M | $33.1M | 38 | 0 |
| Mar 2024 | $378.9M | $345.8M | $33.1M | 40 | 0 |
| Nov 2023 | $317.2M | $298.2M | $18.9M | 26 | 0 |
| May 2023 | $317.2M | $298.2M | $18.9M | 26 | 0 |
| Mar 2023 | $317.2M | $298.2M | $18.9M | 26 | 0 |
| Jan 2023 | $269.2M | $269.2M | $0 | 20 | 0 |
| Nov 2022 | $269.2M | $269.2M | $0 | 20 | 0 |
| Aug 2022 | $269.2M | $269.2M | $0 | 20 | 0 |
| Jun 2022 | $269.2M | $269.2M | $0 | 20 | 0 |
| Mar 2022 | $269.2M | $269.2M | $0 | 20 | 0 |
| Feb 2022 | $183.8M | $183.8M | $0 | 22 | 0 |
| Jan 2022 | $183.8M | $183.8M | $0 | 22 | 0 |
| Aug 2021 | $183.8M | $183.8M | $0 | 22 | 0 |
| Jul 2021 | $183.8M | $183.8M | $0 | 22 | 0 |
| Jul 2021 | $183.8M | $183.8M | $0 | 22 | 0 |
| Jun 2021 | $183.8M | $183.8M | $0 | 22 | 0 |
| Jun 2021 | $183.8M | $183.8M | $0 | 22 | 0 |
| Jun 2021 | $183.8M | $183.8M | $0 | 22 | 0 |
| May 2021 | $183.8M | $183.8M | $0 | 22 | 0 |
| May 2021 | $183.8M | $183.8M | $0 | 22 | 0 |
| Mar 2021 | $183.8M | $183.8M | $0 | 22 | 0 |
| Aug 2020 | $151M | $151M | $0 | 22 | 0 |
| Jul 2020 | $151M | $151M | $0 | 22 | 0 |
| Jun 2020 | $151M | $151M | $0 | 22 | 0 |
| Mar 2020 | $151M | $151M | $0 | 22 | 0 |
| Dec 2019 | $82.4M | $82.4M | $0 | 21 | 0 |
| Nov 2019 | $82.4M | $82.4M | $0 | 21 | 0 |
| Aug 2019 | $82.4M | $82.4M | $0 | 21 | 0 |
| Jun 2019 | $82.4M | $82.4M | $0 | 19 | 0 |
| Jun 2019 | $82.4M | $82.4M | $0 | 19 | 0 |
| Jun 2019 | $82.4M | $82.4M | $0 | 19 | 0 |
| May 2019 | $82.4M | $82.4M | $0 | 19 | 0 |
| Apr 2019 | $82.4M | $82.4M | $0 | 19 | 0 |
| Mar 2019 | $82.4M | $82.4M | $0 | 19 | 0 |
| Mar 2019 | $82.4M | $82.4M | $0 | 19 | 0 |
| Feb 2019 | $82.4M | $82.4M | $0 | 19 | 0 |
| Jan 2019 | $82.4M | $82.4M | $0 | 19 | 0 |
DateDec 2025
Total AUM$443M
Discretionary$443M
Non-Disc.$0
Employees53
Clients0
DateJun 2025
Total AUM$443M
Discretionary$443M
Non-Disc.$0
Employees53
Clients0
DateMar 2025
Total AUM$443M
Discretionary$443M
Non-Disc.$0
Employees53
Clients0
DateJan 2025
Total AUM$409.9M
Discretionary$354.1M
Non-Disc.$55.8M
Employees38
Clients0
DateJan 2025
Total AUM$409.9M
Discretionary$354.1M
Non-Disc.$55.8M
Employees38
Clients0
DateOct 2024
Total AUM$409.9M
Discretionary$354.1M
Non-Disc.$55.8M
Employees38
Clients0
DateAug 2024
Total AUM$409.9M
Discretionary$354.1M
Non-Disc.$55.8M
Employees38
Clients0
DateAug 2024
Total AUM$409.9M
Discretionary$354.1M
Non-Disc.$55.8M
Employees38
Clients0
DateJul 2024
Total AUM$409.9M
Discretionary$354.1M
Non-Disc.$55.8M
Employees38
Clients0
DateJul 2024
Total AUM$409.9M
Discretionary$354.1M
Non-Disc.$55.8M
Employees38
Clients0
DateMay 2024
Total AUM$378.9M
Discretionary$345.8M
Non-Disc.$33.1M
Employees38
Clients0
DateApr 2024
Total AUM$378.9M
Discretionary$345.8M
Non-Disc.$33.1M
Employees38
Clients0
DateMar 2024
Total AUM$378.9M
Discretionary$345.8M
Non-Disc.$33.1M
Employees40
Clients0
DateNov 2023
Total AUM$317.2M
Discretionary$298.2M
Non-Disc.$18.9M
Employees26
Clients0
DateMay 2023
Total AUM$317.2M
Discretionary$298.2M
Non-Disc.$18.9M
Employees26
Clients0
DateMar 2023
Total AUM$317.2M
Discretionary$298.2M
Non-Disc.$18.9M
Employees26
Clients0
DateJan 2023
Total AUM$269.2M
Discretionary$269.2M
Non-Disc.$0
Employees20
Clients0
DateNov 2022
Total AUM$269.2M
Discretionary$269.2M
Non-Disc.$0
Employees20
Clients0
DateAug 2022
Total AUM$269.2M
Discretionary$269.2M
Non-Disc.$0
Employees20
Clients0
DateJun 2022
Total AUM$269.2M
Discretionary$269.2M
Non-Disc.$0
Employees20
Clients0
DateMar 2022
Total AUM$269.2M
Discretionary$269.2M
Non-Disc.$0
Employees20
Clients0
DateFeb 2022
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees22
Clients0
DateJan 2022
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees22
Clients0
DateAug 2021
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees22
Clients0
DateJul 2021
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees22
Clients0
DateJul 2021
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees22
Clients0
DateJun 2021
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees22
Clients0
DateJun 2021
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees22
Clients0
DateJun 2021
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees22
Clients0
DateMay 2021
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees22
Clients0
DateMay 2021
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees22
Clients0
DateMar 2021
Total AUM$183.8M
Discretionary$183.8M
Non-Disc.$0
Employees22
Clients0
DateAug 2020
Total AUM$151M
Discretionary$151M
Non-Disc.$0
Employees22
Clients0
DateJul 2020
Total AUM$151M
Discretionary$151M
Non-Disc.$0
Employees22
Clients0
DateJun 2020
Total AUM$151M
Discretionary$151M
Non-Disc.$0
Employees22
Clients0
DateMar 2020
Total AUM$151M
Discretionary$151M
Non-Disc.$0
Employees22
Clients0
DateDec 2019
Total AUM$82.4M
Discretionary$82.4M
Non-Disc.$0
Employees21
Clients0
DateNov 2019
Total AUM$82.4M
Discretionary$82.4M
Non-Disc.$0
Employees21
Clients0
DateAug 2019
Total AUM$82.4M
Discretionary$82.4M
Non-Disc.$0
Employees21
Clients0
DateJun 2019
Total AUM$82.4M
Discretionary$82.4M
Non-Disc.$0
Employees19
Clients0
DateJun 2019
Total AUM$82.4M
Discretionary$82.4M
Non-Disc.$0
Employees19
Clients0
DateJun 2019
Total AUM$82.4M
Discretionary$82.4M
Non-Disc.$0
Employees19
Clients0
DateMay 2019
Total AUM$82.4M
Discretionary$82.4M
Non-Disc.$0
Employees19
Clients0
DateApr 2019
Total AUM$82.4M
Discretionary$82.4M
Non-Disc.$0
Employees19
Clients0
DateMar 2019
Total AUM$82.4M
Discretionary$82.4M
Non-Disc.$0
Employees19
Clients0
DateMar 2019
Total AUM$82.4M
Discretionary$82.4M
Non-Disc.$0
Employees19
Clients0
DateFeb 2019
Total AUM$82.4M
Discretionary$82.4M
Non-Disc.$0
Employees19
Clients0
DateJan 2019
Total AUM$82.4M
Discretionary$82.4M
Non-Disc.$0
Employees19
Clients0