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
- Website
- wealtharchitects.com
- Industry
- Financial Services
- Employees
- 30
- Founded
- 2005
- NAICS
-
Finance and InsuranceMonetary 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 | Location | Contact |
|---|---|---|---|
| Mark T. Johnsen | CEO & Founder | San Francisco Bay Area, United States |
Email
Phone
|
| Jina Yi | Chief Operating Officer at Wealth | Mountain View, California, United States |
Email
|
| Rebecca Stroth-Pickens | Saratoga, California, United States |
Email
|
|
| Mark Gordon, Cfp Cfa | Chief Investment Officer at Wealth |
View
|
Employees by Management Level
Associate / junior
6 profiles
Executive
4 profiles
Individual contributor
4 profiles
Department Contact Coverage
| Department | Contacts | 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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