Wealth Architects, LLC

Wealth Architects, LLC

Financial Services 800 W. El Camino Real 30 employees
Employees
30
Contacts
3
Emails
3
Phones
1

Wealth Architects, LLC Overview

Headquarters
800 W. El Camino Real
Phone Number
Available in AeroLeads
Industry
Financial Services
Employees
30
Founded
2005
NAICS
Finance and Insurance
Monetary Authorities-Central Bank

About Wealth Architects, LLC

Wealth Architects is an independent wealth management firm located in the Silicon Valley. We help clients navigate the financial and personal challenges that come with change and complexity, and we also ask them the big questions about what they want from their lives. For us, it's about more than financial stability. It's about building wealthier lives.

Wealth Architects, LLC Contact Details

People in AeroLeads
4
With contact data
3
Email contacts
3
75.0% coverage
Phone contacts
1
25.0% coverage

Wealth Architects, LLC Org Chart

Sample employees and titles
Name Title Contact
Mark T. Johnsen CEO & Founder
Email Phone
Jina Yi Chief Operating Officer at Wealth
Email
Rebecca Stroth-Pickens
Email
Mark Gordon, Cfp Cfa Chief Investment Officer at Wealth
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Employees by Management Level

Associate / junior 6 profiles
Executive 4 profiles
Individual contributor 4 profiles

Department Contact Coverage

Department Contacts Email Phone
General 4 4 1
IT 3 3 2
Executive 1 1 1
Sales 1 1 0

Wealth Architects, LLC Tech Stack

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