Wealthfront Strategies LLC
Wealthfront Strategies LLC is an SEC-registered ria in Palo Alto, CA with $111.6M assets under management (AUM, regulatory AUM), -92% over one year. See who owns Wealthfront Strategies LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 289148, SEC 801-111023, data through 2026-05-01.
- AUM (assets under management / regulatory AUM)
- $111.6M (2026-05-01)
- Firm type
- Ria
- Location
- Palo Alto, CA
- Employees
- 21
- CRD
- 289148
- Ownership
- WEALTHFRONT CORPORATION; Fortunato, David; TOROLA, JOHN, THOMAS; DE OLIVEIRA, LUIS, FERNANDO BRASIL; IMBERMAN, ALAN, DEAN
How much AUM does Wealthfront Strategies LLC have?
Wealthfront Strategies LLC reported $111.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-05-01).
Who owns Wealthfront Strategies LLC?
Disclosed owners and executives of Wealthfront Strategies LLC include WEALTHFRONT CORPORATION, Fortunato, David, TOROLA, JOHN, THOMAS, DE OLIVEIRA, LUIS, FERNANDO BRASIL, IMBERMAN, ALAN, DEAN. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.