WEALTHFRONT INC Overview

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 03/31/14 to 09/30/16. The fund's latest filing disclosed 4BN in positions, representing 155% of the manager's regulatory AUM.

WEALTHFRONT INC StockAlpha

-5.3%
Top 25%
2.75yr StockAlpha Register for more...

Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

WEALTHFRONT INC Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VWO 15.35% ETF -2.02% -1% 1 14%
VTI 13.79% ETF 4.66% 0.08% 2 10%
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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 Location

541 COWPER ST.
PALO ALTO, California
UNITED STATES, 94301

WEALTHFRONT INC Contact Information

Phone Number: 650-249-4258
Fax Number: 800-366-1679
Website:

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