WEALTH ARCHITECTS LLC Overview

Wealth Architects Llc is an investment advisor that manages 651.4 MM dollars in regulatory AUM and has 11 employees, of which 7 perform investment advisory functions.

The manager's has disclosed holdings from 12/31/14 to 09/30/16. The fund's latest filing disclosed 216MM in positions, representing 33% of the manager's regulatory AUM.

WEALTH ARCHITECTS LLC StockAlpha

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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
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EBIDTA Margin Debt/Assets Hedge Fund Crowding

WEALTH ARCHITECTS LLC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
IVV 18.95% ETF 1.54% -0% 0 9%
IJR 11.94% ETF 7.24% 0.68% 0 5%
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FEATURED IN
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WEALTH ARCHITECTS LLC Founders and Key Employees

Name Title In Position Since
Mark T. Johnsen President / Chief Executive Officer June-2005
Mark R. Gordon Chief Compliance Officer January-2012

WEALTH ARCHITECTS LLC Brokers, Custodians, Auditors and Administrators

Type Company

WEALTH ARCHITECTS LLC Investment Strategy

Item 8 - METHODS OF ANALYSIS, INVESTMENT STRATEGIES, Risk of Loss


METHODS OF ANALYSIS

Our portfolio managers base their investment analysis on modern portfolio theory. This entails examining the investment goals of each client, determining the amount of investment risk suitable to those goals and building a diversified portfolio of assets to provide appropriate risk-adjusted returns. The Firm relies on leading academic and industry research to inform its investment strategy and utilizes a variety of financial and economic sources to study various asset classes including third party academic research materials, financial newspapers and magazines, corporate rating services, and corporate annual reports, press releases, prospectuses and regulatory filings.

INVESTMENT STRATEGY

Wealth Architects offers advice on several types of investments including, but not limited to, stocks, bonds, options, mutual funds, municipal securities, and real estate in...
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WEALTH ARCHITECTS LLC Portfolio Concentration

WEALTH ARCHITECTS LLC Location

800 WEST EL CAMINO REAL
SUITE 201
MOUNTAIN VIEW, California
UNITED STATES, 94040

WEALTH ARCHITECTS LLC Contact Information

Phone Number: 650-325-9044
Fax Number: 650-325-9047
Website:

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