W
Wealth Architects LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$57,650,000
Total clients
88
13% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
88
Average account size
$655,114
About
Wealth Architects LLC is an independent, fee-only registered investment adviser that provides active portfolio management to individuals and families as well as nonprofit clients such as charitable institutions, foundations, endowments and estates. Most client relationships are managed on a discretionary basis and the firm advises across equities, fixed income, mutual funds, exchange-traded funds and alternative vehicles.
The firm’s investment approach emphasizes fundamental analysis to identify intrinsic value, supplemented by technical analysis for timing and proprietary in‑house models alongside outside research. Accounts are monitored continuously with formal reviews at least monthly and client meetings at least annually; the adviser generally selects brokers based on best execution and uses Schwab Advisor Services for custody and institutional operational support.
What is distinctive is the firm’s explicit inclusion of charitable organizations, foundations and endowments among its client types, a service offering that is less common among solo independent advisers. The firm also handles a broad set of securities — including publicly traded limited partnerships and options — maintains a written Code of Ethics, and does not accept custody of client assets.
Client services
Portfolio management
Expertise
Active portfolio management
Private / alternative investments
Options & derivatives strategies
Fee options
$0 - $500,000: 1.5% $500,001 - $1,500,000: 1.0% $1,500,001 - $2,500,000: 0.75%
Fee-only: Fee-only advisor; no commissions received.
Main office location
Wealth Architects LLC
Englewood FL, United States
Number of offices
1
Most active in
Wealth Architects LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")