WEALTHFRONT STRATEGIES LLC
  • WEALTHFRONT STRATEGIES LLC
  • WFAS LLC

Adviser Profile

As of Date 05/01/2026
Registration SEC, Approved, 08/23/2017
ADV Location PALO ALTO, CA, United States
Contact Info 844 xxxxxxx
AUM* 111,555,225 -91%
of that, discretionary 111,555,225 -91%
Number of Employees 21 91%
of those in investment advisory functions 18 260%
Private Fund GAV* 0
Avg Account Size 111,555,225 -91%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm
- An investment adviser (or subadviser) to an investment company

Client Types

- Investment companies

Advisory Activities

- Portfolio management for investment companies

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

2B 1B 1B 897M 673M 449M 224M
2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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