# WEALTH ARCHITECTS, LLC

WEALTH ARCHITECTS, LLC of MOUNTAIN VIEW, CA is an SEC-registered investment adviser.

## Registration

- CRD: 135373
- Type: SEC-registered investment adviser
- SEC file number: 801-64313
- Location: 800 WEST EL CAMINO REAL, SUITE 201, MOUNTAIN VIEW, CA, 94040
- Phone: 650-325-9044
- Latest filing: 2026-03-30
- Regulatory AUM: $2.4B
- Discretionary AUM: $2.2B
- Non-discretionary AUM: $233.4M
- Clients: 23
- Accounts: 3,047

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other

## Officers, owners & control persons (19)

| Name | Role | Location |
| --- | --- | --- |
| Mark Thomas Johnsen | CHIEF EXECUTIVE OFFICER; TRUSTEE | — |
| Samantha Ammirato Johnsen | TRUSTEE | — |
| Mark Richard Gordon | CHIEF INVESTMENT OFFICER | — |
| Patrick Neal Phillips | WEALTH ARCHITECT | — |
| Jina Yi | COO/CCO | Mountain View, CA |
| Tyler Justin Scott | WEALTH ARCHITECT | — |
| Iris Sze-Wai Nguyen | WEALTH ARCHITECT | — |
| Wai Fung Tang | PORTFOLIO ANALYST | — |
| JOHNSEN MARK THOMAS | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER / MANAGING MEMBER; PRESIDENT / CHIEF EXECUTIVE OFFICER (+2 more) | — |
| COLE LOIS LAUDEREAU | CHIEF COMPLIANCE OFFICER; PRESIDENT / CHIEF COMPLIANCE OFFICER | — |
| GORDON MARK RICHARD | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/CHIEF INVESTMENT OFFICER; CHIEF INVESTMENT OFFICER | — |
| JOHNSEN SAMANTHA AMMIRATO | TRUSTEE | — |
| JONES KENNETH GERALD | MANAGING MEMBER / CHIEF COMPLIANCE OFFICER | — |
| JOHNSEN SAMANTHA A | TRUSTEE OF JOHNSEN FAMILY LIVING TRUST | — |
| PHILLIPS PATRICK NEAL | CHIEF WEALTH PLANNING OFFICER; WEALTH ARCHITECT | — |
| YI JINA | CHIEF ADMINISTRATIVE OFFICER; COO/CCO | — |
| BORN LYNNE | PRESIDENT | — |
| SCOTT TYLER JUSTIN | WEALTH ARCHITECT | — |
| NGUYEN IRIS SZE-WAI | WEALTH ARCHITECT | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/135373/brochure
- Similar advisers: https://search.stillhousedata.com/firm/135373/similar
- Related entities: https://search.stillhousedata.com/firm/135373/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/135373

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.