WEALTH ARCHITECTS, LLC
Company Profile
| AUM* | 2,415,227,160 36% |
| of that, discretionary | 2,181,789,675 32% |
| Number of Employees | 24 |
| of those in investment advisory functions | 14 17% |
| Private Fund GAV* | 0 |
| Avg Account Size | 792,657 29% |
| High Net Worth | 81.46% 6% |
| SMA’s | Yes |
| Private Funds | 0 |
Adviser Type
- Large advisory firm
Client Types
- Individuals (other than high net worth individuals)
- High net worth individuals
- Charitable organizations
- Corporations or other businesses not listed above
Advisory Activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses
- Selection of other advisers
- Educational seminars/workshops
Compensation Arrangments
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Recent News
Reported AUM
2B
2B
2B
1B
935M
623M
312M
2015
2016
2017
2018
2019
2020
2021
2022
2023
2024
2025
2026
Private Funds
No private funds
Employees
Form ADV-E Surprise Examination Reports
| Accounting Firm Name | Filing Date | Form ADV-E |
|---|---|---|
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLC | Filing Date10/29/2025 | Form ADV-E View Report |
| Accounting Firm Name ASHLAND PARTNERS & COMPANY LLC | Filing Date02/28/2025 | Form ADV-E View Report |
| Accounting Firm Name ASHLAND PARTNERS | Filing Date09/22/2023 | Form ADV-E View Report |