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Wealth Architects, LLC Employee Directory

Financial ServicesCalifornia, United States11-50 Employees

Wealth Architects, LLC is an independent wealth management firm based in Mountain View, Silicon Valley. It provides financial guidance designed to help clients navigate the financial and personal challenges that come with change and complexity. Rather than focusing solely on financial stability, the firm aims to support clients in pursuing broader life goals and building more fulfilling lives.

Within the financial services industry, Wealth Architects presents itself as a smaller to midsize, independent advisory practice delivering personalized planning. Its philosophy centers on aligning financial decisions with clients' broader life goals, recognizing that change and complexity affect more than numbers.

Find Wealth Architects, LLC employees' phone numbers or email addresses

Wealth Architects, LLC Global Highlights

Location
Employees

North America
48

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  • United States Of America
    48

Wealth Architects, LLC's Leadership

  • Stylized image of a person
    M. T. J.
    Chief Wealth Architect, Ceo & Founder
  • Stylized image of a person
    M. H.
    Executive Assistant To Chief Executive Officer And Founder
  • Stylized image of a person
    J. H.
    Director, Client Services
  • Stylized image of a person
    O. M.
    Operations Associate
  • Stylized image of a person
    B. R.
    Administration Strategist
  • Stylized image of a person
    C. M.
    Client Relations Representative
  • Stylized image of a person
    C. M.
    Associate Wealth Architect
  • Stylized image of a person
    L. E.
    Executive Assistant

Wealth Architects, LLC Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Community & Social Services
  • Legal
  • Accounting
  • Other
  • Business

Contact profiles from Wealth Architects, LLC

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    M. T. J.
    Chief Wealth Architect, Ceo & Founder
    Bay
    Jul 06, 2026
  • Stylized image of a person
    M. H.
    Executive Assistant To Chief Executive Officer And Founder
    Oct 16, 2024
  • Stylized image of a person
    J. H.
    Director, Client Services
    Bay
    Jul 06, 2026
  • Stylized image of a person
    O. M.
    Operations Associate
    Bay
    Jul 06, 2026
  • Stylized image of a person
    B. R.
    Administration Strategist
    Oct 17, 2024
  • Stylized image of a person
    C. M.
    Client Relations Representative
    Oct 17, 2024
  • Stylized image of a person
    C. M.
    Associate Wealth Architect
    Jun 08, 2026
  • Stylized image of a person
    L. E.
    Executive Assistant
    Oct 16, 2024
  • Stylized image of a person
    M. T.
    Client Services, Associate
    Jan 08, 2024
  • Stylized image of a person
    P. P.
    Wealth Architect
    Oct 17, 2024

Frequently Asked Questions

What is Wealth Architects, LLC known for?

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Wealth Architects, LLC was founded in 2005 operates in the Financial Services industry; you can contact the main corporate office by phone at . Explore Wealth Architects, LLC's company overview page for more information.

What is Wealth Architects, LLC's most common email format?

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Wealth Architects, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Wealth Architects, LLC email formats with LeadIQ.

How many employees does Wealth Architects, LLC have currently?

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Wealth Architects, LLC has approximately 33 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Wealth Architects, LLC's key employees and leadership?

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As of July 2026, Wealth Architects, LLC's key employees include:

  • Chief Wealth Architect, Ceo & Founder: M. T. J.
  • Executive Assistant To Chief Executive Officer And Founder: M. H.
  • Director, Client Services: J. H.
  • Operations Associate: O. M.
  • Administration Strategist: B. R.

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