# Wealth Architects, LLC

> Wealth Architects, LLC is an SEC-registered investment advisory firm in Mountain View, CA, registered since 2005, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 30, 2026.

- CRD: 135373
- Filed as: WEALTH ARCHITECTS, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Mountain View, CA
- Filing period: October 2026
- Form ADV filing dated: March 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/135373
- AdvisorCensus page: https://advisorcensus.com/firm/wealth-architects-llc-mountain-view-ca-135373

## Quick answers

**How is Wealth Architects, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Wealth Architects, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Wealth Architects, LLC located?**
Wealth Architects, LLC's principal office is in Mountain View, CA, according to its Form ADV.

**Is Wealth Architects, LLC registered with the SEC or a state?**
Wealth Architects, LLC is an SEC-registered investment advisory firm, registered since 2005. Status as filed: Approved. CRD 135373.

**How much does Wealth Architects, LLC manage?**
Wealth Architects, LLC reports $2,415,227,160 in regulatory assets under management in its Form ADV filing dated March 30, 2026 (90% discretionary).

**How have Wealth Architects, LLC's assets and staff changed since 2021?**
In the Form ADV data for Wealth Architects, LLC: Regulatory assets under management: $1,341,101,818 in the October 2021 data and $2,415,227,160 in the October 2026 data, up 80%. Total employees: 19 in October 2021 and 23 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Wealth Architects, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (356); individuals (other than high net worth individuals) (77); charitable organizations (3).

**Which custodians does Wealth Architects, LLC use?**
Wealth Architects, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Wealth Architects, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/135373

**What changed in Wealth Architects, LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $2,041,852,281 to $2,415,227,160 (+18%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $2,415,227,160
- Discretionary: $2,181,789,675
- Non-discretionary: $233,437,485

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 77 | $19,033,261 |
| High net worth individuals | 356 | $2,352,495,631 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 3 | $43,249,902 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $448,366 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2005 (21 years)
- Employees: 23 total, 13 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, FL, OR, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- wealtharchitects.com
- LinkedIn @wealth-architects-llc

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,341,101,818 | 19 | March 31, 2021 |
| October 2022 | $1,652,392,690 | 17 | March 30, 2022 |
| October 2023 | $1,486,019,111 | 22 | September 6, 2023 |
| October 2024 | $1,778,292,712 | 23 | March 6, 2024 |
| October 2025 | $2,041,852,281 | 23 | March 27, 2025 |
| October 2026 | $2,415,227,160 | 23 | March 30, 2026 |

Regulatory assets under management: $1,341,101,818 in the October 2021 data and $2,415,227,160 in the October 2026 data, up 80%.
Total employees: 19 in October 2021 and 23 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $2,041,852,281 to $2,415,227,160 (+18%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Wealth Architects, LLC (CRD 135373): Form ADV filing data as of October 2026.