Wealth Architects, Llc
Wealth Architects is an independent wealth management firm located in the Silicon Valley. We help clients navigate the financial and personal challenges that come with change and complexity, and we also ask them the big questions about what they want from their lives. For us, it's about more than financial stability. It's about building wealthier lives.
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Verified contacts
28
available on Kipplo
LinkedIn employees
32
11 to 50 range
Open roles
—
no listings
Distinct roles
17
indexed titles
Tech stack
1
tools in use
Monthly traffic
103
organic / mo
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Decision-makers and verified team members
28 contacts with verified email or phone · masked until revealed.
- VT
Vivian Tang
Senior Portfolio Analyst · Finance & Accounting
EmailPhone - CT
Charles Tran
Associate Wealth Architect · Finance & Accounting
EmailPhone - CM
Chris Missirlian
Wealth Architect · Finance & Accounting
EmailPhone - DS
Destiny Serna
Technology Associate · Information Technology
EmailPhone - IN
Iris Nguyen
Wealth Architect · Finance & Accounting
EmailPhone - PT
Peter Trinh
Associate Wealth Architect · Finance & Accounting
EmailPhone - RS
Rebecca Stroth-Pickens
Client Services Associate · Customer/Client Service
EmailPhone - TS
Tyler Scott
Wealth Architect · Finance & Accounting
EmailPhone - WB
William Boscacci
Associate Wealth Architect · Finance & Accounting
EmailPhone
Showing 9 of 28 verified contacts
Top roles at Wealth Architects, Llc
17 distinct titles indexed · top 10 shown.
- 5associate wealth architect
- 4wealth architect
- 2client services associate
- 1albourne
- 1associate portfolio analyst
- 1associate wealth advisor
- 1chief investment officer
- 1chief of staff
- 1chief operating officer
- 1counselor
- +7more titles
Sign up to unlock all 28 contacts at Wealth Architects, Llc
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