CRD: 315743
THE Financial Architects Wealth Management LLC
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- Custodian
- Charles Schwab & Company ยท Transamerica
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-01-2021
- Office Locations
- 1
Office Locations
About THE Financial Architects Wealth Management LLC
Financial Architects Wealth Management is a California-based wealth management firm that works with a limited number of clients in long-term advisory relationships. Services include financial and investment planning, tax, estate/legacy, retirement, and insurance planning, plus ongoing portfolio management primarily using public funds and mutual funds. The firm reports custody with Charles Schwab.
Team overview
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Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
DENITA RENEE CLARK
Chief Compliance Officer, Investment Advisor, Managing Member
- CRD
- #4171737
- Ownership
- 75% or more
MANUEL RUDY SOTO
Partner
- CRD
- --
- Ownership
- 10% but less than 25%
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $928,000 | -- |
| Total | $928,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Total | Available | Available |
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