Overview
Assets Under Management: $41.7 billion
Headquarters: PALO ALTO, CA
High-Net-Worth Clients: 20
Average Client Assets: $1.4 billion
Services Offered
Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 20
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 69.21
Average High-Net-Worth Client Assets: $1.4 billion
Total Client Accounts: 577,331
Discretionary Accounts: 522,246
Non-Discretionary Accounts: 55,085
Regulatory Filings
CRD Number: 148456
Filing ID: 2004645
Last Filing Date: 2025-08-01 14:00:00
Website: https://wealthfront.com