WEALTHFRONT STRATEGIES LLC
CRD #289148 SEC #801-111023 PALO ALTO, CA 844-995-8437
SEC Registered
Total AUM
--
Discretionary
--
Employees
23
Clients
--
Accounts
--
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Oct 2024 | $1.3B | $1.3B | $0 | 18 | 0 |
| Oct 2023 | $1.2B | $1.2B | $0 | 11 | 0 |
| Oct 2022 | $1.2B | $1.2B | $0 | 7 | 0 |
| May 2022 | $1.6B | $1.6B | $0 | 8 | 0 |
| Oct 2021 | $1.6B | $1.6B | $0 | 8 | 0 |
| Oct 2020 | $958.8M | $958.8M | $0 | 5 | 0 |
| Apr 2020 | $992.3M | $992.3M | $0 | 8 | 0 |
| Feb 2020 | $992.3M | $992.3M | $0 | 8 | 0 |
| Oct 2019 | $992.3M | $992.3M | $0 | 8 | 0 |
| Aug 2019 | $775.5M | $775.5M | $0 | 8 | 0 |
| Mar 2019 | $775.5M | $775.5M | $0 | 8 | 0 |
| Oct 2018 | $775.5M | $775.5M | $0 | 9 | 0 |
| Apr 2018 | $446M | $446M | $0 | 9 | 0 |
DateOct 2024
Total AUM$1.3B
Discretionary$1.3B
Non-Disc.$0
Employees18
Clients0
DateOct 2023
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees11
Clients0
DateOct 2022
Total AUM$1.2B
Discretionary$1.2B
Non-Disc.$0
Employees7
Clients0
DateMay 2022
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees8
Clients0
DateOct 2021
Total AUM$1.6B
Discretionary$1.6B
Non-Disc.$0
Employees8
Clients0
DateOct 2020
Total AUM$958.8M
Discretionary$958.8M
Non-Disc.$0
Employees5
Clients0
DateApr 2020
Total AUM$992.3M
Discretionary$992.3M
Non-Disc.$0
Employees8
Clients0
DateFeb 2020
Total AUM$992.3M
Discretionary$992.3M
Non-Disc.$0
Employees8
Clients0
DateOct 2019
Total AUM$992.3M
Discretionary$992.3M
Non-Disc.$0
Employees8
Clients0
DateAug 2019
Total AUM$775.5M
Discretionary$775.5M
Non-Disc.$0
Employees8
Clients0
DateMar 2019
Total AUM$775.5M
Discretionary$775.5M
Non-Disc.$0
Employees8
Clients0
DateOct 2018
Total AUM$775.5M
Discretionary$775.5M
Non-Disc.$0
Employees9
Clients0
DateApr 2018
Total AUM$446M
Discretionary$446M
Non-Disc.$0
Employees9
Clients0