Company Information

Get to know Wealth Architects, LLC

Founded in 2002, Wealth Architects, LLC is an independent, fee-only wealth management firm based in Minneapolis, Minnesota. The company operates as a fiduciary, committed to providing objective financial advice tailored to the unique goals of its clients, who include high-net-worth individuals, families, and institutions. Their services encompass a holistic approach to financial health, including investment management, retirement planning, tax strategies, estate planning, and risk management. The firm emphasizes building long-term, collaborative relationships to help clients navigate complex financial landscapes and achieve their life's ambitions.

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Financial Wealth ManagementPRIMARY
Financial Other Service

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Wealth Architects, LLC

United States

Founded in

2005 (21 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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Regulated

Recommended

IUX

(2,283 reviews)

Mauritius

2015

(10 years)

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ASIC

Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.