WEALTHFRONT STRATEGIES LLC

WEALTHFRONT STRATEGIES LLC of PALO ALTO, CA is an SEC-registered investment adviser (CRD 289148). Regulatory assets under management: $111.6M.

Registration

Business model

Compensation: % of AUM.

Officers, owners & control persons (16)

NameRoleLocation
Alan Dean ImbermanCHIEF FINANCIAL OFFICER
Jonathan Foster MatthewsCHIEF COMPLIANCE OFFICER & SECRETARY
Boris KesslerGENERAL COUNSEL
David FortunatoCHIEF EXECUTIVE OFFICER
ADAMS URBAN WALTERVP OF LEGAL & GENERAL COUNSEL
FORTUNATO DAVIDCHIEF EXECUTIVE OFFICER
TOROLA JOHN THOMASCHIEF COMPLIANCE OFFICER
JOHNSON ASHLEY WHITFIELD FIEGLEINCHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICER
JUREK JAKUBCHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER
JUREK JAKUB WOJCIECHCHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER
CHOE JOONWON NACHIEF COMPLIANCE OFFICER & SECRETARY; CHIEF COMPLIANCE OFFICER & SENIOR MANAGING COUNSEL
DE OLIVEIRA LUIS FERNANDO BRASILCHIEF OPERATIONS OFFICER
IMBERMAN ALAN DEANCHIEF FINANCIAL OFFICER
Choe JoonWonCHIEF COMPLIANCE OFFICER & SECRETARY
Matthews Jonathan FosterCHIEF COMPLIANCE OFFICER & SECRETARY
Kessler BorisGENERAL COUNSEL

More on this firm