WEALTHFRONT STRATEGIES LLC
CRD #289148 SEC #801-111023 PALO ALTO, CA 844-995-8437
SEC Registered
Total AUM
--
Discretionary
--
Employees
23
Clients
--
Accounts
--
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Delaware
- Fiscal Year End
- JANUARY
- Registration Date
- --
- Latest Filing
- Oct 7, 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 |
|---|---|---|---|---|
| ADAMS, ROY, WALTER | I | VP OF LEGAL & GENERAL COUNSEL | NA | Control |
| ADAMS, ROY, WALTER | I | VP OF LEGAL & GENERAL COUNSEL | NA | Control |
| ADAMS, ROY, WALTER | I | VP OF LEGAL & GENERAL COUNSEL | NA | Control |
| ADAMS, ROY, WALTER | I | VP OF LEGAL & GENERAL COUNSEL | NA | Control |
| ADAMS, ROY, WALTER | I | VP OF LEGAL & GENERAL COUNSEL | NA | Control |
| CHOE, JOONWON, N/A | I | CHIEF COMPLIANCE OFFICER & SENIOR MANAGING COUNSEL | NA | Control |
| CHOE, JOONWON, N/A | I | CHIEF COMPLIANCE OFFICER & SENIOR MANAGING COUNSEL | NA | Control |
| CHOE, JOONWON, N/A | I | CHIEF COMPLIANCE OFFICER & SENIOR MANAGING COUNSEL | NA | Control |
| CHOE, JOONWON, N/A | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| CHOE, JOONWON, N/A | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| CHOE, JOONWON, N/A | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| CHOE, JOONWON, N/A | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| Choe, JoonWon | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| DE OLIVEIRA, LUIS, FERNANDO BRASIL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DE OLIVEIRA, LUIS, FERNANDO BRASIL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DE OLIVEIRA, LUIS, FERNANDO BRASIL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| DE OLIVEIRA, LUIS, FERNANDO BRASIL | I | CHIEF OPERATIONS OFFICER | NA | Control |
| Fortunato, David | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Fortunato, David | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Fortunato, David | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Fortunato, David | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Fortunato, David | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Fortunato, David | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Fortunato, David | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Fortunato, David | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Fortunato, David | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| Fortunato, David | I | CHIEF EXECUTIVE OFFICER | NA | Control |
| IMBERMAN, ALAN, DEAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| IMBERMAN, ALAN, DEAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| IMBERMAN, ALAN, DEAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| IMBERMAN, ALAN, DEAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| IMBERMAN, ALAN, DEAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| IMBERMAN, ALAN, DEAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| IMBERMAN, ALAN, DEAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| IMBERMAN, ALAN, DEAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| IMBERMAN, ALAN, DEAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| IMBERMAN, ALAN, DEAN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JOHNSON, ASHLEY, WHITFIELD FIEGLEIN | I | CHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| JOHNSON, ASHLEY, WHITFIELD FIEGLEIN | I | CHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| JOHNSON, ASHLEY, WHITFIELD FIEGLEIN | I | CHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| JOHNSON, ASHLEY, WHITFIELD FIEGLEIN | I | CHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| JOHNSON, ASHLEY, WHITFIELD FIEGLEIN | I | CHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICER | NA | Control |
| JOHNSON, ASHLEY, WHITFIELD FIEGLEIN | I | CHIEF FINANCIAL OFFICER | NA | Control |
| JOHNSON, ASHLEY, WHITFIELD FIEGLEIN | I | CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| JOHNSON, ASHLEY, WHITFIELD FIEGLEIN | I | CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| JOHNSON, ASHLEY, WHITFIELD FIEGLEIN | I | CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER | NA | Control |
| JUREK, JAKUB | I | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| JUREK, JAKUB | I | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| JUREK, JAKUB, WOJCIECH | I | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| JUREK, JAKUB, WOJCIECH | I | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| JUREK, JAKUB, WOJCIECH | I | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| JUREK, JAKUB, WOJCIECH | I | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | NA | Control |
| Kessler, Boris | I | GENERAL COUNSEL | NA | |
| Kessler, Boris | I | GENERAL COUNSEL | NA | |
| Kessler, Boris | I | GENERAL COUNSEL | NA | |
| Kessler, Boris | I | GENERAL COUNSEL | NA | |
| Matthews, Jonathan, Foster | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| Matthews, Jonathan, Foster | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| Matthews, Jonathan, Foster | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| Matthews, Jonathan, Foster | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| Matthews, Jonathan, Foster | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| Matthews, Jonathan, Foster | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| Matthews, Jonathan, Foster | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| Matthews, Jonathan, Foster | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| Matthews, Jonathan, Foster | I | CHIEF COMPLIANCE OFFICER & SECRETARY | NA | Control |
| TOROLA, JOHN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| TOROLA, JOHN, THOMAS | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| WEALTHFRONT | DE | SOLE MEMBER | E | Control |
| WEALTHFRONT | DE | SOLE MEMBER | E | Control |
| WEALTHFRONT | DE | SOLE MEMBER | E | Control |
| WEALTHFRONT | DE | SOLE MEMBER | E | Control |
| WEALTHFRONT | DE | SOLE MEMBER | E | Control |
| WEALTHFRONT CORPORATION | DE | SOLE MEMBER | E | Control |
| WEALTHFRONT CORPORATION | DE | SOLE MEMBER | E | Control |
| WEALTHFRONT CORPORATION | DE | SOLE MEMBER | E | Control |
| WEALTHFRONT CORPORATION | DE | SOLE MEMBER | E | Control |
| WEALTHFRONT CORPORATION | DE | SOLE MEMBER | E | Control |
| WEALTHFRONT CORPORATION | DE | SOLE MEMBER | E | Control |
| WEALTHFRONT CORPORATION | DE | SOLE MEMBER | E | Control |
| WEALTHFRONT CORPORATION | DE | SOLE MEMBER | E | Control |
| WEALTHFRONT CORPORATION | DE | SOLE MEMBER | E | Control |
| WEALTHFRONT CORPORATION | DE | SOLE MEMBER | E | Control |
| WEALTHFRONT CORPORATION | DE | SOLE MEMBER | E | Control |
| WEALTHFRONT CORPORATION | DE | SOLE MEMBER | E | Control |
| WEALTHFRONT CORPORATION | DE | SOLE MEMBER | E | Control |
| WEALTHFRONT CORPORATION | DE | SOLE MEMBER | E | Control |
Registrations
Federal
IA
Oct 7, 2025 REGISTERED
Notice Filings (2)
CA NE
Address
261 HAMILTON AVE.PALO ALTO, CA 94301
United States
Phone: 844-995-8437