Financial & Tax Architects, LLC
Financial & Tax Architects, LLC is an SEC-registered mass-market adviser in St. Louis, MO with $506.2M assets under management (AUM, regulatory AUM), +14% over one year. See who owns Financial & Tax Architects, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 119169, SEC 801-114688, data through 2026-06-18.
- AUM (assets under management / regulatory AUM)
- $506.2M (2026-06-18)
- Firm type
- Mass-Market Adviser
- Location
- St. Louis, MO
- Employees
- 71
- Clients
- 1,565
- CRD
- 119169
- Ownership
- HAAVE, GORDON, CHRISTOPHER; CLAUS, ANDREW, VINCENT; FRONTCZAK, STEVEN, ROBERT; BROOKS, DAVID, SCOTT; FTA HOLDINGS GROUP, LLC
How much AUM does Financial & Tax Architects, LLC have?
Financial & Tax Architects, LLC reported $506.2M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-18).
Who owns Financial & Tax Architects, LLC?
Disclosed owners and executives of Financial & Tax Architects, LLC include HAAVE, GORDON, CHRISTOPHER, CLAUS, ANDREW, VINCENT, FRONTCZAK, STEVEN, ROBERT, BROOKS, DAVID, SCOTT, FTA HOLDINGS GROUP, LLC. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.