WEALTH ARCHITECTS, LLC of MOUNTAIN VIEW, CA is an SEC-registered investment adviser (CRD 135373). Regulatory assets under management: $2.4B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
| 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 | — |