Wealthfront Review

Trust Score 84%
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Wealthfront, federally registered in 2008, is a Registered Investment Advisor (RIA) in 53 state(s) with a licensed staff of 19 advisors. Wealthfront manages $11.5 billion and provides investment advisory services for 221,142 clients (1:11640 advisor/client ratio). This firm has a disciplinary history (see below).


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Firm Information

Feature Value
Minimum Investment $0
Avg Account Balance $51,797
Hybrid Advisor Yes
Disciplinary History Yes
Total AUM $11.5 billion
Advisor / Client Ratio 1:11640
Headquarters Redwood City, CA
SEC Filings Forms and Brochures
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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