Wealthfront Advisers LLC
Wealthfront Advisers LLC (CRD# 148456) is a financial advisory firm headquartered in Palo Alto, CA. They manage $26,392,760,132 in 478,733 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management26,393MILLION
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Total Number of Accounts478,733ACCOUNTS
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Average Account Value$55,130
- A percentage of assets under your management
- Other
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
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
Jed Broce (CRD# 4172018) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 23 years of experience in the finance industry.
David Burgess (CRD# 5126265) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 12 years of experience in the finance industry.
Parker Coelho (CRD# 6506941) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 8 years of experience in the finance industry.
Leotie Fukawa (CRD# 7037694) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 4 years of experience in the finance industry.
Nathaniel Gandy (CRD# 6931680) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 5 years of experience in the finance industry.
Tyler Grupe (CRD# 6263295) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 6 years of experience in the finance industry.
Amber Guerrero (CRD# 5983205) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 10 years of experience in the finance industry.
Elizabeth Lazor (CRD# 6603601) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 4 years of experience in the finance industry.
Anthony Molina (CRD# 6262462) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 6 years of experience in the finance industry.
Shane Moore (CRD# 6103403) is an Investment Advisor Representative working at Wealthfront Advisers LLC in Palo Alto, CA and has over 9 years of experience in the finance industry.