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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
51

Minus sign iconPlus sign icon
  • United States Of America
    51

Wealth Architects, LLC's Leadership

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

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 Info
Location
Last Update
  • Stylized image of a person
    M. T. J.
    Chief Wealth Architect, Ceo & Founder
    Phone icon
    Mobile Phone
    Bay
    Jun 11, 2026
  • Stylized image of a person
    J. Y.
    Chief Operating Officer
    Phone icon
    Mobile Phone
    United StatesArkansas
    Jun 11, 2026
  • Stylized image of a person
    M. H.
    Executive Assistant To Chief Executive Officer And Founder
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    J. H.
    Director, Client Services
    Phone icon
    Mobile Phone
    Bay
    Jun 11, 2026
  • Stylized image of a person
    O. M.
    Operations Associate
    Phone icon
    Mobile Phone
    Bay
    May 28, 2026
  • Stylized image of a person
    B. R.
    Administration Strategist
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    C. M.
    Client Relations Representative
    Phone icon
    Mobile Phone
    Oct 17, 2024
  • Stylized image of a person
    C. M.
    Associate Wealth Architect
    Phone icon
    Mobile Phone
    Aug 14, 2025
  • Stylized image of a person
    L. E.
    Executive Assistant
    Phone icon
    Mobile Phone
    Oct 16, 2024
  • Stylized image of a person
    M. T.
    Client Services, Associate
    Phone icon
    Mobile Phone
    Jan 08, 2024

Frequently Asked Questions

What is Wealth Architects, LLC known for?

Minus sign iconPlus sign iconWealth Architects, LLC was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 800 West el Camino Real Suite 201 Mountain View, California United States; you can contact the main corporate office by phone at
+1-650-325-****
. Explore Wealth Architects, LLC's company overview page for more information.

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

Minus sign iconPlus sign iconWealth 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?

Minus sign iconPlus sign iconWealth Architects, LLC has approximately 33 employees as of June 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 June 2026, Wealth Architects, LLC's key employees include:

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

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