Wealth Architects LLC
Legal Name: WEALTH ARCHITECTS, LLC
Full Contact Details
Wealth Architects LLC
800 WEST EL CAMINO REAL, SUITE 201, MOUNTAIN VIEW, CA
650-325-9044
650-325-9047
Other Info
Wealth Architects LLC, a California Limited Liability Company, boasts a team of 16 staff members with 8 in advisory positions. The firm's impressive client portfolio includes 320 clients, and their stellar reputation has earned them the SEC's Approved status since May 2005.
Home - WealthArchitects
We are a wealth management firm located in Silicon Valley that helps you design and execute a comprehensive financial plan. We help you think about what a wealthy life is – one that is fulfilling and meaningful for you. We are the right advisors for people who know that “wealth” is more than m…
Direct Owners
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JINA YI
CHIEF ADMINISTRATIVE OFFICER owns less than 5%
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JOHNSEN FAMILY LIVING TRUST DATED 12/5/2005
OWNER owns 75% or more
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MARK RICHARD GORDON
CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER owns less than 5%
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MARK THOMAS JOHNSEN
PRESIDENT / CHIEF EXECUTIVE OFFICER owns less than 5%
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PATRICK NEAL PHILLIPS
WEALTH ARCHITECT owns less than 5%
Indirect Owners
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SAMANTHA AMMIRATO JOHNSEN
TRUSTEE