# WEALTHFRONT STRATEGIES LLC

WEALTHFRONT STRATEGIES LLC of PALO ALTO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 289148
- Type: SEC-registered investment adviser
- SEC file number: 801-111023
- Location: 261 HAMILTON AVE., PALO ALTO, CA, 94301
- Phone: 844-995-8437
- Latest filing: 2026-05-01
- Regulatory AUM: $111.6M
- Discretionary AUM: $111.6M
- Clients: 21
- Accounts: 1

## Business model

- Compensation: % of AUM

## Officers, owners & control persons (16)

| Name | Role | Location |
| --- | --- | --- |
| Alan Dean Imberman | CHIEF FINANCIAL OFFICER | — |
| Jonathan Foster Matthews | CHIEF COMPLIANCE OFFICER & SECRETARY | — |
| Boris Kessler | GENERAL COUNSEL | — |
| David Fortunato | CHIEF EXECUTIVE OFFICER | — |
| ADAMS URBAN WALTER | VP OF LEGAL & GENERAL COUNSEL | — |
| FORTUNATO DAVID | CHIEF EXECUTIVE OFFICER | — |
| TOROLA JOHN THOMAS | CHIEF COMPLIANCE OFFICER | — |
| JOHNSON ASHLEY WHITFIELD FIEGLEIN | CHIEF EXECUTIVE OFFICER AND CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER; CHIEF FINANCIAL OFFICER & CHIEF OPERATING OFFICER | — |
| JUREK JAKUB | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | — |
| JUREK JAKUB WOJCIECH | CHIEF EXECUTIVE OFFICER AND CHIEF INVESTMENT OFFICER | — |
| CHOE JOONWON NA | CHIEF COMPLIANCE OFFICER & SECRETARY; CHIEF COMPLIANCE OFFICER & SENIOR MANAGING COUNSEL | — |
| DE OLIVEIRA LUIS FERNANDO BRASIL | CHIEF OPERATIONS OFFICER | — |
| IMBERMAN ALAN DEAN | CHIEF FINANCIAL OFFICER | — |
| Choe JoonWon | CHIEF COMPLIANCE OFFICER & SECRETARY | — |
| Matthews Jonathan Foster | CHIEF COMPLIANCE OFFICER & SECRETARY | — |
| Kessler Boris | GENERAL COUNSEL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/289148/brochure
- Similar advisers: https://search.stillhousedata.com/firm/289148/similar
- Related entities: https://search.stillhousedata.com/firm/289148/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/289148

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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.