Wealthfront Strategies LLC is an investment adviser to an investment company based in Palo Alto. It manages $775.49 million of regulatory assets for 1 client accounts. It has been registered with the SEC as an adviser since 2018 and has operated in the jurisdictions of California and Nebraska.
Wealthfront Strategies provides portfolio management for investment companies. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Wealthfront Strategies LLC is $775.49 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Wealthfront Strategies LLC for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The only and largest group of clients of Wealthfront Strategies is investment companies with 1 clients and $775.49 million of assets under management. Among the 7 most similar advisory firms, Wealthfront Strategies has the highest percentage of investment companies out of all clients.
The amount of regulatory assets under management is $775.49 million for 1 clients. None of the firm’s clients are foreign persons or businesses.
Wealthfront Strategies doesn't advise any private funds.
The company employs 8 people that are either part- or full-time employees. 25 percent of the employees work as investment advisers or researchers. 2 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Wealthfront Strategies LLC performs its advisory services is located at 261 Hamilton Ave., Palo Alto, CA 94301, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 844-995-8437 or by fax 800-366-1679. The normal business hours are 7am - 5pm pacific time on Monday - Friday.