Wealthfront Review

Trust Score 84%
Trust Score info_outline

Last updated: July 21st, 2019. Data source: SEC filings.

Wealthfront, federally registered in 2008, is a Registered Investment Advisor (RIA) in 50 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 or an advisory affiliate has a disciplinary history (see below).


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Firm Information

Feature Value
Minimum Investment $0
Average Client 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    (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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