Wealthfront

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Last updated: January 21st, 2020. Data source: SEC filings.

Wealthfront, federally registered in 2008, is a Registered Investment Advisor (RIA) in 50 state(s) with a licensed staff of 17 advisors. Wealthfront manages $13.6 billion and provides investment advisory services for 247,041 clients (1:14532 advisor/client ratio). This firm or an advisory affiliate has a disciplinary history (see below).


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Firm Information


Feature Value
Rank (United States) Not Ranked
Advisors Directory View Directory
Avg Advisor Years Registered 2
Percentage of Advisors Trusted Less than 1%
Minimum Investment $0
Average Client Balance $55,003
Total AUM $13.6 billion
Advisor / Client Ratio 1:14532
Headquarters Palo Alto, CA
SEC Filings Forms and Brochures    (CRD # 148456)
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VI, VA, WA, WV, WI, WY


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