WEALTH ARCHITECTS, LLC
CRD #135373 SEC #801-64313 MOUNTAIN VIEW, CA 650-325-9044
SEC Registered
Total AUM
$2B
Discretionary
$1.9B
Employees
23
Clients
251
Accounts
2,890
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $2B | $1.9B | $131.8M | 23 | 0 |
| Mar 2025 | $2B | $1.9B | $131.8M | 23 | 0 |
| Dec 2024 | $1.8B | $1.6B | $131.2M | 23 | 0 |
| Dec 2024 | $1.8B | $1.6B | $131.2M | 23 | 0 |
| Mar 2024 | $1.8B | $1.6B | $131.2M | 23 | 420 |
| Sep 2023 | $1.5B | $1.4B | $113.3M | 22 | 390 |
| Mar 2023 | $1.5B | $1.4B | $113.3M | 22 | 390 |
| Mar 2022 | $1.7B | $1.5B | $127M | 17 | 385 |
| Mar 2021 | $1.3B | $1.2B | $92.6M | 19 | 324 |
| Jul 2020 | $1.2B | $1.1B | $89.6M | 18 | 321 |
| Jun 2020 | $1.2B | $1.1B | $89.6M | 18 | 321 |
| Mar 2020 | $1.2B | $1.1B | $89.6M | 18 | 321 |
| Nov 2019 | $968.2M | $897.5M | $70.6M | 16 | 320 |
| Mar 2019 | $968.2M | $897.5M | $70.6M | 16 | 320 |
| Jul 2018 | $998.5M | $930.9M | $67.7M | 13 | 250 |
| Jun 2018 | $998.5M | $930.9M | $67.7M | 13 | 250 |
| Mar 2018 | $998.5M | $930.9M | $67.7M | 13 | 250 |
| Nov 2017 | $815.7M | $754.4M | $61.3M | 15 | 250 |
| Mar 2017 | $815.7M | $754.4M | $61.3M | 14 | 300 |
| Jan 2017 | $729.7M | $674.2M | $55.4M | 14 | 300 |
| Feb 2016 | $729.7M | $674.2M | $55.4M | 14 | 300 |
| Mar 2015 | $651.4M | $591.7M | $59.7M | 11 | 200 |
| Nov 2014 | $529.4M | $474.4M | $54.9M | 10 | 200 |
| Jun 2014 | $529.4M | $474.4M | $54.9M | 10 | 200 |
| Feb 2014 | $529.4M | $474.4M | $54.9M | 10 | 200 |
| Mar 2013 | $387.3M | $353.6M | $33.7M | 8 | 200 |
| Sep 2012 | $315.6M | $288M | $27.6M | 6 | 200 |
| Jun 2012 | $315.6M | $288M | $27.6M | 6 | 200 |
| Jun 2012 | $315.6M | $288M | $27.6M | 6 | 200 |
| Jan 2012 | $315.6M | $288M | $27.6M | 6 | 200 |
| Jan 2011 | $220.6M | $210.7M | $9.9M | 10 | -- |
| Jun 2010 | $220.6M | $210.7M | $9.9M | 10 | -- |
| Apr 2010 | $220.6M | $210.7M | $9.9M | 10 | -- |
| Mar 2007 | $177M | $167M | $10M | 5 | -- |
| Mar 2006 | $146.4M | $136.4M | $10M | 5 | -- |
| Sep 2005 | $106.6M | $101.3M | $5.3M | 5 | -- |
| Jun 2005 | $0 | $0 | $0 | 5 | -- |
| May 2005 | $0 | $0 | $0 | 5 | -- |
DateMar 2025
Total AUM$2B
Discretionary$1.9B
Non-Disc.$131.8M
Employees23
Clients0
DateMar 2025
Total AUM$2B
Discretionary$1.9B
Non-Disc.$131.8M
Employees23
Clients0
DateDec 2024
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$131.2M
Employees23
Clients0
DateDec 2024
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$131.2M
Employees23
Clients0
DateMar 2024
Total AUM$1.8B
Discretionary$1.6B
Non-Disc.$131.2M
Employees23
Clients420
DateSep 2023
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$113.3M
Employees22
Clients390
DateMar 2023
Total AUM$1.5B
Discretionary$1.4B
Non-Disc.$113.3M
Employees22
Clients390
DateMar 2022
Total AUM$1.7B
Discretionary$1.5B
Non-Disc.$127M
Employees17
Clients385
DateMar 2021
Total AUM$1.3B
Discretionary$1.2B
Non-Disc.$92.6M
Employees19
Clients324
DateJul 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$89.6M
Employees18
Clients321
DateJun 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$89.6M
Employees18
Clients321
DateMar 2020
Total AUM$1.2B
Discretionary$1.1B
Non-Disc.$89.6M
Employees18
Clients321
DateNov 2019
Total AUM$968.2M
Discretionary$897.5M
Non-Disc.$70.6M
Employees16
Clients320
DateMar 2019
Total AUM$968.2M
Discretionary$897.5M
Non-Disc.$70.6M
Employees16
Clients320
DateJul 2018
Total AUM$998.5M
Discretionary$930.9M
Non-Disc.$67.7M
Employees13
Clients250
DateJun 2018
Total AUM$998.5M
Discretionary$930.9M
Non-Disc.$67.7M
Employees13
Clients250
DateMar 2018
Total AUM$998.5M
Discretionary$930.9M
Non-Disc.$67.7M
Employees13
Clients250
DateNov 2017
Total AUM$815.7M
Discretionary$754.4M
Non-Disc.$61.3M
Employees15
Clients250
DateMar 2017
Total AUM$815.7M
Discretionary$754.4M
Non-Disc.$61.3M
Employees14
Clients300
DateJan 2017
Total AUM$729.7M
Discretionary$674.2M
Non-Disc.$55.4M
Employees14
Clients300
DateFeb 2016
Total AUM$729.7M
Discretionary$674.2M
Non-Disc.$55.4M
Employees14
Clients300
DateMar 2015
Total AUM$651.4M
Discretionary$591.7M
Non-Disc.$59.7M
Employees11
Clients200
DateNov 2014
Total AUM$529.4M
Discretionary$474.4M
Non-Disc.$54.9M
Employees10
Clients200
DateJun 2014
Total AUM$529.4M
Discretionary$474.4M
Non-Disc.$54.9M
Employees10
Clients200
DateFeb 2014
Total AUM$529.4M
Discretionary$474.4M
Non-Disc.$54.9M
Employees10
Clients200
DateMar 2013
Total AUM$387.3M
Discretionary$353.6M
Non-Disc.$33.7M
Employees8
Clients200
DateSep 2012
Total AUM$315.6M
Discretionary$288M
Non-Disc.$27.6M
Employees6
Clients200
DateJun 2012
Total AUM$315.6M
Discretionary$288M
Non-Disc.$27.6M
Employees6
Clients200
DateJun 2012
Total AUM$315.6M
Discretionary$288M
Non-Disc.$27.6M
Employees6
Clients200
DateJan 2012
Total AUM$315.6M
Discretionary$288M
Non-Disc.$27.6M
Employees6
Clients200
DateJan 2011
Total AUM$220.6M
Discretionary$210.7M
Non-Disc.$9.9M
Employees10
Clients--
DateJun 2010
Total AUM$220.6M
Discretionary$210.7M
Non-Disc.$9.9M
Employees10
Clients--
DateApr 2010
Total AUM$220.6M
Discretionary$210.7M
Non-Disc.$9.9M
Employees10
Clients--
DateMar 2007
Total AUM$177M
Discretionary$167M
Non-Disc.$10M
Employees5
Clients--
DateMar 2006
Total AUM$146.4M
Discretionary$136.4M
Non-Disc.$10M
Employees5
Clients--
DateSep 2005
Total AUM$106.6M
Discretionary$101.3M
Non-Disc.$5.3M
Employees5
Clients--
DateJun 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--
DateMay 2005
Total AUM$0
Discretionary$0
Non-Disc.$0
Employees5
Clients--