$2.4B Total AUM
$2.2B Disc. AUM
-- 3Y CAGR
23 Employees
437 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company ยท Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 05-19-2005
- Office Locations
- 1
Office Locations
800 West EL Camino Real Suite 201 Mountain View CA
About Wealth Architects, LLC
Wealth Architects, LLC is a Mountain View-based RIA. The firm has been operating for 21 years. Managing $2.4B in total assets under management, with 13 advisory representatives. They custody assets with Charles Schwab & Company and Fidelity/NFS.
Team overview
41 AVG AGE
$185.8M AVG AUM / ADVISOR
$5.5M AVG AUM / CLIENT
7.2 yrs AVG TENURE
23 Employees
13 Advisory Reps
0 RIA Reps
21yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
CRM
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
MARK RICHARD GORDON
Chief Investment Officer
- CRD
- #5069708
- Ownership
- Less than 5%
Available
Available
Available
MARK THOMAS JOHNSEN
Chief Executive Officer, Partner
- CRD
- #2349188
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 7 owners & executives
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AMY ELIZABETH CONO
Director, Wealth Planning
- CRD
- #5326681
Available
Available
Available
JACQUELINE LARES
Wealth Architect
- CRD
- #6548023
Available
Available
Available
Showing 2 of 17 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $2,181,789,675 | $793,378 |
| Non-Discretionary | $233,437,485 | $785,985 |
| Total | $2,415,227,160 | $792,657 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Municipal Bonds:
Available Other:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| Other | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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| Available | Available | Available | Available | Available | Available |
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