There is insufficient data to calculate a profile for WEALTHFRONT INC. Symmetric profiles are based upon 13-F filings, which all hedge funds with over a 100MM in AUM are required to disclose with the SEC. As part of the filing, funds are required to disclose equity long positions in their portfolio. The absense of any long equity positions or insignificant AUM may be a few reasons for the lack of data on this fund.


Wealthfront Inc is an investment advisor that manages 2.4 BN dollars in regulatory AUM and has 80 employees, of which 10 perform investment advisory functions.

The manager's has disclosed holdings from to . The fund's latest filing disclosed 0MM in positions, representing 0% of the manager's regulatory AUM.


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Fundamental & Technical Factor Exposure

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WEALTHFRONT INC Since Last Filing Return Details

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WEALTHFRONT INC Founders and Key Employees

Name Title In Position Since
Andrew Rachleff Executive Chairman, Shareholder October-2006
Dan Carroll Chief Strategy Officer, Director, Shareholder January-2008
Rick Foreman Vp, Business Operations & Cfo & Shareholder September-2009
William B. Mccarthy Director March-2010
David Fortunato Chief Technology Officer December-2011
Brian P. Dennen Chief Compliance Officer January-2012
Burton G. Malkiel Chief Investment Officer November-2012
Adam S. Nash President And Ceo, Director January-2014
Michelangelo Volpi Director October-2013

WEALTHFRONT INC Brokers, Custodians, Auditors and Administrators

Type Company

WEALTHFRONT INC Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

For its software based financial advisor service, Wealthfront provides Clients with financial advice that is based on Modern Portfolio Theory (MPT). MPT attempts to maximize a portfolio's expected return for a given amount of portfolio risk, or equivalently minimize risk for a given level of expected return, by selecting the proportions of various asset classes rather than selecting individual securities. Historically, rigorous MPT-based financial advice has only been available through high-end financial advisors who typically require minimum account sizes of at least $1 million and charge annual fees of at least 1% of assets under management. Wealthfront's goal is to enable anyone with at least $5,000 to access the benefits of MPT.

Prior to the launch of the Wealthfront software based financial advisor service, it was not practical to offer rigorous and complete MPT to everyone because delivering a complet...
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WEALTHFRONT INC Portfolio Concentration


WEALTHFRONT INC Contact Information

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