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Anitha Rao, portrait

Anitha Rao

Vice President, Wealth Manager at Financial Architects in Woodstock, GA

Investment adviser registrationUpdated

Anitha Rao is Vice President, Wealth Manager of Financial Architects, LLC, an investment adviser managing $199M, and works from its Woodstock, GA office. Anitha Rao has been registered as an investment adviser representative through Financial Architects since 25 August 2010 and has 16 years in the industry across 1 firm.

16
Years in industry
16
Years at firm
1
Adviser firms
2
States registered

From the IAPD record, checked 22 October 2026SEC record

Career

Anitha Rao has been Vice President, Wealth Manager of Financial Architects since October 2005, is not listed as a control person, but directly owns between 10% and 25% of the firm. Anitha Rao holds a Degree in Electrical Engineering from the University of Maryland, College Park and a Post-graduate work in Electrical and Computer Engineering from Georgia Tech.

Financial Architects, LLC is a Woodstock, GA firm with $199M under management, 100 clients and 3 advisers in one office, as of its February 2026 filing.

Anitha Rao is co-founder of Financial Architects and serves as senior wealth manager. Before moving into wealth management and financial planning, she worked in IT consulting. She has taught in the Certified Financial Planner programs at several universities and has served as a local chapter board member of the Financial Planning Association.

  1. – present · 16 years
    Woodstock, GA · Adviser representative · Firm CRD 116027

Credentials and registrations

Professional designations

Listed by Financial Architects

  • Certified Financial Planner (CFP)
  • Certified Investment Management Analyst (CIMA)
  • Certified Private Wealth Advisor (CPWA)

Investment adviser representative registrations

Anitha Rao is registered as an investment adviser representative in 2 states. The first approvals date from August 2010; the most recent is Texas, in October 2017.

  • GeorgiaSince 25 August 2010
  • TexasSince 5 October 2017

Examinations

No examinations are on Anitha Rao’s record.

Key facts

Full name
Anitha G Rao
CRD
5774635
Firm
Financial Architects · CRD 116027
Role
Vice President, Wealth Manager
Office
302 CREEKSTONE RIDGE, Woodstock, GA 30188
Registration
Investment adviser registration
In the industry since
August 2010
Disciplinary history
Not yet shown here · SEC record

Common questions

Where does Anitha Rao work?

Anitha Rao has been Vice President, Wealth Manager of Financial Architects, LLC since October 2005.

Source: Form ADV, Schedule A, filed 4 February 2026

Is Anitha Rao a financial advisor?

Yes. Anitha Rao has a current investment-adviser registration in Georgia and Texas, through Financial Architects since August 2010.

Source: IAPD individual record, checked 22 October 2026

How many years of experience does Anitha Rao have?

Anitha Rao has 16 years in the financial industry, since August 2010, across 1 adviser firm.

Source: IAPD individual record, checked 22 October 2026

Where is Anitha Rao based?

Anitha Rao’s registered office is in Woodstock, GA.

Source: IAPD individual record, checked 22 October 2026

Is Anitha Rao registered with FINRA?

No. Anitha Rao has no current broker registration.

Source: IAPD individual record, checked 22 October 2026

Is Anitha Rao a CFP?

Financial Architects lists Anitha Rao with the CFP credential (“Certified Financial Planner (CFP)”) on its website. CFP Board confirms certification status.

Source: Anitha G. Rao biography, financialarchitectsllc.com

How can I verify Anitha Rao’s record?

Search CRD 5774635 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Anitha Rao’s full registration record.

Source: IAPD individual record, checked 22 October 2026

Leadership at Financial Architects

Sources

  1. IAPD individual record, CRD 5774635, checked 22 October 2026. Registration status, employment history and examinations.
  2. Form ADV Part 1A, Schedules A and B of Financial Architects, LLC, filed 4 February 2026. Title, control and ownership bands.
  3. Financial Architects team page. Biography, education, credentials, awards and the portrait, reproduced for identification.