Wealth Architects provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers. Financial planning was provided to 251–500 clients last fiscal year.
Wealth Architects reports 437 clients. They include 356 high-net-worth individuals, 77 individual clients and 3 charitable organizations. Of its assets, 90.3% ($2.18B across 2,750 accounts) are managed with discretion; $233M across 297 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 18% | <1% |
| High-net-worth individuals | 81% | 97% |
| Charitable organizations | <1% | 2% |
| Corporations and other businesses | <1% | <1% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 77 | $19M | 0.8% | $247K |
| High-net-worth individuals | 356 | $2.35B | 97.4% | $6.61M |
| Charitable organizations | Fewer than 5 | $43.2M | 1.8% | $14.4M |
| Corporations and other businesses | 1 | $448K | 0.0% | $448K |
| Total | 437 | $2.42B | 100% | — |
- Clients
- 77
- Regulatory AUM
- $19M
- AUM share
- 0.8%
- Avg. per client
- $247K
- Clients
- 356
- Regulatory AUM
- $2.35B
- AUM share
- 97.4%
- Avg. per client
- $6.61M
- Clients
- Fewer than 5
- Regulatory AUM
- $43.2M
- AUM share
- 1.8%
- Avg. per client
- $14.4M
- Clients
- 1
- Regulatory AUM
- $448K
- AUM share
- 0.0%
- Avg. per client
- $448K
Total
- Clients
- 437
- Regulatory AUM
- $2.42B
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 251–500
Wealth Architects charges 0.30%–0.85% a year for its Wealth Management Fees. The fee is billed in advance and has a $25,000 annual minimum. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Wealth Planning and Wealth Consultation
- Wealth planning and consulting are billed on a negotiable fixed fee, generally $2,500 to $20,000, or hourly at $150 to $750.
Johnsen Family Living Trust Dated 12/5/2005 owns 75% or more of Wealth Architects. Mark Johnsen is CEO; the leadership team includes Chief Investment Officer Mark Gordon. It has 23 employees, 13 of them in advisory roles.
Leadership
- Mark JohnsenChief Executive Officer
- Mark GordonChief Investment Officer
- Iris NguyenWealth Architect
- Patrick PhillipsWealth Architect
- Tyler ScottWealth Architect
- Wai Fung TangPortfolio Analyst
- Jina YiCOO/CCO
Investment adviser representatives
16 representatives listed in the SEC register as of 9 October 2026.
- Amy Elizabeth Cono
- Mark Richard Gordon
- Mark Thomas Johnsen
- Jacqueline Lares
- Alexis Marriott
- Justin Philip Mazzon
- Christopher John Missirlian
- Samuel Koji Mitsui-Reyes I
- Jessica Ng
- Iris Sze-Wai Nguyen
- Patrick Neal Phillips
- Tyler Justin Scott
- Lillian Grace Swenson
- Wai Fung Tang
- Charles Duc Huy Tran
- Peter Chen Trinh
Staff
- 23 employees
- 13 in advisory functions
- Owns 75% or more of Wealth Architects, LLC
Johnsen Family Living Trust Dated 12/5/2005
Control person · since December 2005
Mark Johnsen
Trustee · Control person · since December 2005
Samantha Johnsen
Trustee · Control person · since December 2005
- Owns 75% or more of Wealth Architects, LLC
Johnsen Family Living Trust Dated
Control person · since December 2005
Wealth Architects’ regulatory assets grew 1.8× from $1.34B (March 2021) to $2.42B (March 2026); clients rose from 331 to 437 and employees from 19 to 23.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $2.42B | 437 | 23 | 1 |
| March 2025 | $2.04B | 430 | 23 | 1 |
| March 2024 | $1.78B | 420 | 23 | 1 |
| March 2023 | $1.49B | 390 | 22 | 1 |
| March 2022 | $1.65B | 385 | 17 | 1 |
| March 2021 | $1.34B | 331 | 19 | 1 |
Besides its headquarters, Wealth Architects has 0 offices, with 1 listed address in California.
California · 1 listed address
- 800 West El Camino Real, Suite 201, Mountain ViewHQ
Contact and registration details
- Legal name
- Wealth Architects, LLC
- Headquarters
- 800 West El Camino Real, Suite 201, Mountain View, CA 94040
- Website
- Not reported
- Phone
- 650-325-9044
- @wealth-architects-llc
- SEC file
- 801-64313
- Structure
- California LLC
- Fiscal year end
- December
Wealth Architects uses Charles Schwab ($1.83B) as custodian for its separately managed accounts. Wealth Architects has custody of $1.13B in client assets for 846 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $1.83B100%
At year end, Wealth Architects’ separately managed accounts were mostly in funds (51%) and stocks (45%). Its reported 13F holdings for the quarter ended 30 June 2026 total $1.27B across 248 positions; the largest are iShares Core S&P 500 ETF (6.8%), Lam Research Corp. (6.1%) and Flexshares Iboxx 5yr Target Dur Tips ETF (6.1%).
What the accounts hold
- Stocks45%
- Funds51%
- Bonds2%
- U.S. government and agency bonds1%
- State and local bonds1%
- Cash3%
- Other1%
- Certificates of deposit1%
Reported 13F holdings
- $1.27B
- Reported 13F value
- 248
- Positions
- 46.9%
- In the 10 largest
- +12.9%
- Value vs. prior quarter
- iShares Core S&P 500 ETF · Core S&P500 ETF6.8%
- Lam Research Corp.6.1%
- Flexshares Iboxx 5yr Target Dur Tips ETF · Iboxx 5yr Trgt6.1%
- iShares Core S&P Small Cap ETF · Core S&P Scp ETF5.9%
- Vanguard Dividend Appreciation ETF · Div App ETF4.8%
- SPDR S&P Global Infrastructure ETF · ST Str Infra ETF3.9%
- Vanguard FTSE Developed Markets ETF · Van FTSE Dev Mkt3.8%
- Apple Inc.3.5%
- Dfa International Value ETF · Internatnal Val3.0%
- Dfa Tax-managed US Marketwide Value II · US Mktwide Value3.0%
Together, the ten largest are 46.9% of reported value.
How many clients does Wealth Architects have?
Wealth Architects has 437 clients and manages $2.42 billion for them, as of March 2026. They include 356 high-net-worth individuals, 77 individual clients and 3 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Wealth Architects offer?
Wealth Architects provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, and selecting other managers.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Wealth Architects charge?
Wealth Architects charges 0.30%–0.85% a year for its Wealth Management Fees. The fee is billed in advance and has a $25,000 annual minimum.
Which custodians does Wealth Architects use?
Wealth Architects’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $1.83B. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 30 March 2026
How many financial advisors does Wealth Architects have?
Wealth Architects has 0 investment adviser representatives registered with state securities authorities, out of 23 employees, and 13 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Wealth Architects invest in?
At the end of its last fiscal year, Wealth Architects’ separately managed accounts held 51% registered funds (mutual funds, ETFs, BDCs), 45% exchange-traded equities, 3% cash and equivalents, 1% U.S. government and agency bonds, 1% state and local bonds and 1% other. The 1% other category is described as: Certificates of Deposit.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Wealth Architects?
Wealth Architects’ direct owners are Johnsen Family Living Trust Dated 12/5/2005 (75% or more) and Johnsen Family Living Trust Dated (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Wealth Architects get paid?
Wealth Architects is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Wealth Architects?
Wealth Architects’ main office is at 800 West El Camino Real, Suite 201, Mountain View, CA 94040. Its phone number is 650-325-9044.