RIA Intelligence

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

Firm Details

Organization Type
Limited Liability Company
State of Formation
California
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Mar 27, 2025
Branch Offices
0

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
BORN, LYNNEIPRESIDENTNA Control
BORN, LYNNEIPRESIDENTNA Control
BORN, LYNNEIPRESIDENTNA Control
COLE, LOIS, LAUDEREAUICHIEF COMPLIANCE OFFICERNA Control
COLE, LOIS, LAUDEREAUICHIEF COMPLIANCE OFFICERNA Control
COLE, LOIS, LAUDEREAUICHIEF COMPLIANCE OFFICERNA Control
COLE, LOIS, LAUDEREAUICHIEF COMPLIANCE OFFICERNA Control
GORDON, MARK, RICHARDICHIEF COMPLIANCE OFFICERNA Control
GORDON, MARK, RICHARDICHIEF COMPLIANCE OFFICERNA Control
GORDON, MARK, RICHARDICHIEF COMPLIANCE OFFICERNA Control
GORDON, MARK, RICHARDICHIEF COMPLIANCE OFFICERNA Control
GORDON, MARK, RICHARDICHIEF COMPLIANCE OFFICERNA Control
GORDON, MARK, RICHARDICHIEF COMPLIANCE OFFICERNA Control
GORDON, MARK, RICHARDICHIEF COMPLIANCE OFFICERNA Control
GORDON, MARK, RICHARDICHIEF COMPLIANCE OFFICERNA Control
GORDON, MARK, RICHARDICHIEF COMPLIANCE OFFICERNA Control
GORDON, MARK, RICHARDICHIEF COMPLIANCE OFFICERNA Control
GORDON, MARK, RICHARDICHIEF COMPLIANCE OFFICERNA Control
GORDON, MARK, RICHARDICHIEF COMPLIANCE OFFICERNA Control
GORDON, MARK, RICHARDICHIEF COMPLIANCE OFFICERNA Control
GORDON, MARK, RICHARDICHIEF COMPLIANCE OFFICERNA Control
GORDON, MARK, RICHARDICHIEF COMPLIANCE OFFICERNA Control
GORDON, MARK, RICHARDICHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICERNA Control
GORDON, MARK, RICHARDICHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICERNA Control
GORDON, MARK, RICHARDICHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICERNA Control
GORDON, MARK, RICHARDICHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICERNA Control
GORDON, MARK, RICHARDICHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICERNA Control
GORDON, MARK, RICHARDICHIEF INVESTMENT OFFICERNA Control
GORDON, MARK, RICHARDICHIEF INVESTMENT OFFICERNA Control
GORDON, MARK, RICHARDICHIEF INVESTMENT OFFICERNA Control
GORDON, MARK, RICHARDICHIEF INVESTMENT OFFICERNA Control
GORDON, MARK, RICHARDICHIEF INVESTMENT OFFICERNA Control
GORDON, MARK, RICHARDICHIEF INVESTMENT OFFICERNA Control
GORDON, MARK, RICHARDICHIEF INVESTMENT OFFICERNA Control
GORDON, MARK, RICHARDICHIEF INVESTMENT OFFICERNA Control
GORDON, MARK, RICHARDICHIEF INVESTMENT OFFICERNA Control
JOHNSEN, MARK, THOMASIPRESIDENT / CHIEF EXECUTIVE OFFICERNA Control
JOHNSEN, MARK, THOMASIPRESIDENT / CHIEF EXECUTIVE OFFICERNA Control
JOHNSEN, MARK, THOMASIPRESIDENT / CHIEF EXECUTIVE OFFICERNA Control
JOHNSEN, MARK, THOMASIPRESIDENT / CHIEF EXECUTIVE OFFICERNA Control
JOHNSEN, MARK, THOMASIPRESIDENT / CHIEF EXECUTIVE OFFICERNA Control
JOHNSEN, MARK, THOMASIPRESIDENT / CHIEF EXECUTIVE OFFICERNA Control
JOHNSEN, MARK, THOMASIPRESIDENT / CHIEF EXECUTIVE OFFICERNA Control
JOHNSEN, MARK, THOMASIPRESIDENT / CHIEF EXECUTIVE OFFICERNA Control
JOHNSEN, MARK, THOMASIPRESIDENT / CHIEF EXECUTIVE OFFICERNA Control
JOHNSEN, MARK, THOMASIPRESIDENT / CHIEF EXECUTIVE OFFICERNA Control
JOHNSEN, MARK, THOMASIPRESIDENT / CHIEF EXECUTIVE OFFICERNA Control
JOHNSEN, MARK, THOMASIPRESIDENT / CHIEF EXECUTIVE OFFICERNA Control
JOHNSEN, MARK, THOMASIPRESIDENT / CHIEF EXECUTIVE OFFICERNA Control
JOHNSEN, MARK, THOMASIPRESIDENT / CHIEF EXECUTIVE OFFICERNA Control
JOHNSEN, MARK, THOMASIPRESIDENT / CHIEF EXECUTIVE OFFICERNA Control
JOHNSEN, MARK, THOMASIPRESIDENT / CHIEF EXECUTIVE OFFICERNA Control
JOHNSEN, MARK, THOMASIPRESIDENT / CHIEF EXECUTIVE OFFICERNA Control
JOHNSEN, MARK, THOMASIPRESIDENT / CHIEF EXECUTIVE OFFICERNA Control
JOHNSEN, MARK, THOMASIPRESIDENT / CHIEF EXECUTIVE OFFICERNA Control
JOHNSEN, MARK, THOMASIPRESIDENT / CHIEF EXECUTIVE OFFICERNA Control
JOHNSEN, MARK, THOMASIPRESIDENT / CHIEF EXECUTIVE OFFICERNA Control
JOHNSEN, MARK, THOMASICHIEF EXECUTIVE OFFICERNA Control
JOHNSEN, MARK, THOMASICHIEF EXECUTIVE OFFICERNA Control
JOHNSEN, MARK, THOMASICHIEF EXECUTIVE OFFICERNA Control
JOHNSEN, MARK, THOMASICHIEF EXECUTIVE OFFICERNA Control
JOHNSEN, MARK, THOMASICHIEF EXECUTIVE OFFICERNA Control
JOHNSEN, MARK, THOMASICHIEF EXECUTIVE OFFICERNA Control
JOHNSEN, MARK, THOMASICHIEF EXECUTIVE OFFICERNA Control
JOHNSEN, MARK, THOMASICHIEF EXECUTIVE OFFICERNA Control
JOHNSEN, MARK, THOMASICHIEF EXECUTIVE OFFICERNA Control
JOHNSEN, MARK, THOMASICHIEF EXECUTIVE OFFICERNA Control
JOHNSEN, MARK, THOMASICHIEF EXECUTIVE OFFICERNA Control
JOHNSEN, MARK, THOMASICHIEF EXECUTIVE OFFICERNA Control
NGUYEN, IRIS, SZE-WAIIWEALTH ARCHITECTNA Control
NGUYEN, IRIS, SZE-WAIIWEALTH ARCHITECTNA Control
NGUYEN, IRIS, SZE-WAIIWEALTH ARCHITECTNA Control
NGUYEN, IRIS, SZE-WAIIWEALTH ARCHITECTNA
NGUYEN, IRIS, SZE-WAIIWEALTH ARCHITECTNA
PHILLIPS, PATRICK, NEALICHIEF WEALTH PLANNING OFFICERNA Control
PHILLIPS, PATRICK, NEALICHIEF WEALTH PLANNING OFFICERNA Control
PHILLIPS, PATRICK, NEALICHIEF WEALTH PLANNING OFFICERNA Control
PHILLIPS, PATRICK, NEALIWEALTH ARCHITECTNA Control
PHILLIPS, PATRICK, NEALIWEALTH ARCHITECTNA Control
PHILLIPS, PATRICK, NEALIWEALTH ARCHITECTNA Control
PHILLIPS, PATRICK, NEALIWEALTH ARCHITECTNA Control
PHILLIPS, PATRICK, NEALIWEALTH ARCHITECTNA Control
PHILLIPS, PATRICK, NEALIWEALTH ARCHITECTNA Control
PHILLIPS, PATRICK, NEALIWEALTH ARCHITECTNA Control
PHILLIPS, PATRICK, NEALIWEALTH ARCHITECTNA Control
PHILLIPS, PATRICK, NEALIWEALTH ARCHITECTNA Control
PHILLIPS, PATRICK, NEALIWEALTH ARCHITECTNA Control
PHILLIPS, PATRICK, NEALIWEALTH ARCHITECTNA Control
PHILLIPS, PATRICK, NEALIWEALTH ARCHITECTNA Control
PHILLIPS, PATRICK, NEALIWEALTH ARCHITECTNA
PHILLIPS, PATRICK, NEALIWEALTH ARCHITECTNA
SCOTT, TYLER, JUSTINIWEALTH ARCHITECTNA Control
SCOTT, TYLER, JUSTINIWEALTH ARCHITECTNA Control
SCOTT, TYLER, JUSTINIWEALTH ARCHITECTNA Control
SCOTT, TYLER, JUSTINIWEALTH ARCHITECTNA Control
SCOTT, TYLER, JUSTINIWEALTH ARCHITECTNA Control
SCOTT, TYLER, JUSTINIWEALTH ARCHITECTNA Control
SCOTT, TYLER, JUSTINIWEALTH ARCHITECTNA Control
SCOTT, TYLER, JUSTINIWEALTH ARCHITECTNA
SCOTT, TYLER, JUSTINIWEALTH ARCHITECTNA
Tang, Wai FungIPORTFOLIO ANALYSTNA
Tang, Wai FungIPORTFOLIO ANALYSTNA
YI, JINAICHIEF ADMINISTRATIVE OFFICERNA Control
YI, JINAICHIEF ADMINISTRATIVE OFFICERNA Control
YI, JINAICHIEF ADMINISTRATIVE OFFICERNA Control
YI, JINAICHIEF ADMINISTRATIVE OFFICERNA Control
YI, JINAICHIEF ADMINISTRATIVE OFFICERNA Control
YI, JINAICOO/CCONA Control
YI, JINAICOO/CCONA Control
YI, JINAICOO/CCONA Control
YI, JINAICOO/CCONA Control
YI, JINAICOO/CCONA Control
YI, JINAICOO/CCONA Control
YI, JINAICOO/CCONA Control
YI, JINAICOO/CCONA Control
YI, JINAICOO/CCONA Control
JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005DEOWNERE Control
JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005DEOWNERE Control
JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005DEOWNERE Control
JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005DEOWNERE Control
JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005DEOWNERE Control
JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005DEOWNERE Control
JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005DEOWNERE Control
JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005DEOWNERE Control
JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005DEOWNERE Control
JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005DEOWNERE Control
JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005DEOWNERE Control
JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005DEOWNERE Control
JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005DEOWNERE Control
JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005DEOWNERE Control
JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005DEOWNERE Control
JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005DEOWNERE Control
JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005DEOWNERE Control
JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005DEOWNERE Control
JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005DEOWNERE Control
JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005DEOWNERE Control
JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005DEOWNERE Control
JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005DEOWNERE Control
JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005DEOWNERE Control
JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005DEOWNERE Control
JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005DEOWNERE Control
JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005DEOWNERE Control
JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005DEOWNERE Control
JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005DEOWNERE Control
JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005DEOWNERE Control
JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005DEOWNERE Control
JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005DEOWNERE Control
JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005DEOWNERE Control
JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005DEOWNERE Control
JONES, KENNETH, GERALDIMANAGING MEMBER / CHIEF COMPLIANCE OFFICERE Control
JOHNSEN, MARK, THOMASICHIEF EXECUTIVE OFFICERD Control
JOHNSEN, MARK, THOMASICHIEF EXECUTIVE OFFICERD Control
JOHNSEN, MARK, THOMASICHIEF EXECUTIVE OFFICERD Control
JOHNSEN, MARK, THOMASICHIEF EXECUTIVE OFFICER / MANAGING MEMBERD Control
COLE, LOIS, LAUDEREAUIPRESIDENT / CHIEF COMPLIANCE OFFICERC Control
COLE, LOIS, LAUDEREAUIPRESIDENT / CHIEF COMPLIANCE OFFICERC Control
COLE, LOIS, LAUDEREAUIPRESIDENT / CHIEF COMPLIANCE OFFICERC Control
COLE, LOIS, LAUDEREAUIPRESIDENT / CHIEF COMPLIANCE OFFICERC Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
JOHNSEN, MARK, THOMASIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, MARK, THOMASIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, MARK, THOMASIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, MARK, THOMASIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, MARK, THOMASIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, MARK, THOMASIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, MARK, THOMASIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, MARK, THOMASIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, MARK, THOMASIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, MARK, THOMASIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, MARK, THOMASIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, MARK, THOMASIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, MARK, THOMASIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, MARK, THOMASIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, MARK, THOMASIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, MARK, THOMASIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, MARK, THOMASIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, MARK, THOMASIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, MARK, THOMASIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, MARK, THOMASIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, MARK, THOMASIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, MARK, THOMASIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, MARK, THOMASIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, MARK, THOMASIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, MARK, THOMASIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, MARK, THOMASIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, MARK, THOMASIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, MARK, THOMASIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, MARK, THOMASIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, MARK, THOMASIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, MARK, THOMASIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, SAMANTHA, AMMIRATOIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, SAMANTHA, AMMIRATOIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, SAMANTHA, AMMIRATOIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, SAMANTHA, AMMIRATOIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, SAMANTHA, AMMIRATOIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, SAMANTHA, AMMIRATOIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, SAMANTHA, AMMIRATOIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, SAMANTHA, AMMIRATOIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, SAMANTHA, AMMIRATOIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, SAMANTHA, AMMIRATOIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, SAMANTHA, AMMIRATOIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, SAMANTHA, AMMIRATOIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, SAMANTHA, AMMIRATOIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, SAMANTHA, AMMIRATOIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, SAMANTHA, AMMIRATOIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, SAMANTHA, AMMIRATOIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, SAMANTHA, AMMIRATOIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, SAMANTHA, AMMIRATOIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, SAMANTHA, AMMIRATOIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, SAMANTHA, AMMIRATOIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, SAMANTHA, AMMIRATOIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, SAMANTHA, AMMIRATOIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, SAMANTHA, AMMIRATOIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, SAMANTHA, AMMIRATOIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, SAMANTHA, AMMIRATOIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, SAMANTHA, AMMIRATOIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, SAMANTHA, AMMIRATOIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, SAMANTHA, AMMIRATOIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, SAMANTHA, AMMIRATOIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, SAMANTHA, AMMIRATOIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control
JOHNSEN, SAMANTHA, AMMIRATOIJOHNSEN FAMILY LIVING TRUST DATED 12/5/2005F Control

Registrations

Federal

IA
Mar 27, 2025 REGISTERED

Notice Filings (7)

CA CT FL OR TX VT WA

Address

800 WEST EL CAMINO REAL
SUITE 201
MOUNTAIN VIEW, CA 94040
United States
Phone: 650-325-9044