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 06/30/21. The fund's latest filing disclosed 510MM in positions, representing 78% of the manager's regulatory AUM.
The manager's has disclosed holdings from 12/31/14 to 06/30/21. The fund's latest filing disclosed 510MM in positions, representing 78% of the manager's regulatory AUM.
WEALTH ARCHITECTS LLC StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
WEALTH ARCHITECTS LLC Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| IVV | 11.26% | ETF | 5.65% | -0.01% | 0 | 0% | ||
| IJR | 8.43% | ETF | -0.09% | -0.52% | 0 | 0% | ||
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FEATURED IN
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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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...
Unlock Full Investment Process Description
WEALTH ARCHITECTS LLC Portfolio Concentration
WEALTH ARCHITECTS LLC Location
800 WEST EL CAMINO REAL
SUITE 201
MOUNTAIN VIEW, California
UNITED STATES, 94040
SUITE 201
MOUNTAIN VIEW, California
UNITED STATES, 94040
WEALTH ARCHITECTS LLC Contact Information
Phone Number: 650-325-9044
Fax Number: 650-325-9047
Website: http://www.wealtharchitects.com
Fax Number: 650-325-9047
Website: http://www.wealtharchitects.com
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