Overview
Assets Under Management: $443 million
Headquarters: ST. LOUIS, MO
High-Net-Worth Clients: 134
Average Client Assets: $870,074
Frequently Asked Questions
FINANCIAL & TAX ARCHITECTS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #119169), FINANCIAL & TAX ARCHITECTS, LLC is subject to fiduciary duty under federal law.
FINANCIAL & TAX ARCHITECTS, LLC is headquartered in ST. LOUIS, MO.
FINANCIAL & TAX ARCHITECTS, LLC serves 134 high-net-worth clients according to their SEC filing dated December 05, 2025. View client details ↓
According to their SEC Form ADV, FINANCIAL & TAX ARCHITECTS, LLC offers financial planning, portfolio management for individuals, and educational seminars and workshops. View all service details ↓
FINANCIAL & TAX ARCHITECTS, LLC manages $443 million in client assets according to their SEC filing dated December 05, 2025.
According to their SEC Form ADV, FINANCIAL & TAX ARCHITECTS, LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Educational Seminars
Clients
Number of High-Net-Worth Clients: 134
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 26.32
Average High-Net-Worth Client Assets: $870,074
Total Client Accounts: 3,347
Discretionary Accounts: 3,347
Regulatory Filings
CRD Number: 119169
Filing ID: 2032385
Last Filing Date: 2025-12-05 16:39:08
Website: 20