Wealthfront Advisers LLC

Wealthfront Advisers LLC (CRD# 148456) is a financial advisory firm headquartered in Palo Alto, CA. They manage $30,247,024,321 in 500,285 accounts and serve the financial needs of clients across 53 states (or territories).

Current Firm Details
261 Hamilton Ave., Palo Alto, CA 94301
https://twitter.com/wealthfront
By the Numbers
  • Total Assets Under Management
    30,247
    MILLION
  • Total Number of Accounts
    500,285
    ACCOUNTS
  • Average Account Value
    $60,460
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

Financial Advisors at Wealthfront Advisers LLC
Showing 21 - 24 of 24 top financial advisors.
21
Matthew Penick, financial advisor Palo Alto CA
Matthew Penick
CRD#: 7493033
261 Hamilton Ave., Palo Alto, CA 94301

Matthew Penick (CRD# 7493033) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 2 years of experience in the finance industry.

22
Denisse Sanchez, financial advisor Palo Alto CA
Denisse Sanchez
CRD#: 7807945
261 Hamilton Ave., Palo Alto, CA 94301

Denisse Sanchez (CRD# 7807945) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has 1 year of experience in the finance industry.

23
Karen Shu, financial advisor Chelmsford MA
Karen Shu
CRD#: 7459337
Chelmsford, MA

Karen Shu (CRD# 7459337) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Chelmsford, MA and has over 2 years of experience in the finance industry.

24
William Weihs, financial advisor Palo Alto CA
William T. Weihs
CRD#: 7350324
261 Hamilton Ave., Palo Alto, CA 94301

William Weihs (CRD# 7350324) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 2 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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