Wealth Architects, Llc
- Regulatory AUM
- $2.4B
- Discretionary
- $2.2B
- Clients
- 437
- Avg AUM / client
- $5.5M
- Accounts
- 3,047
- Employees
- 23
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 77 | $19.0M | 0.79% |
| High net worth individuals | 356 | $2.4B | 97.4% |
| Charitable organizations | 3 | $43.2M | 1.79% |
| Corporations and other businesses | 1 | $448K | 0.02% |
People (18)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Mark Thomas Johnsen | Trustee | Jun 2005 (21y) | Less than 5% | |
| Johnsen, Samantha, Ammirato | Trustee | Dec 2005 (21y) | GP / trustee / elected manager of Johnsen Family Living Trust Dated 12/5/2005 (indirect) | |
| Patrick Neal Phillips | Wealth Architect | CFP | Jan 2011 (16y) | Less than 5% |
| Iris Sze Wai Nguyen | Wealth Architect | Aug 2011 (15y) | Less than 5% | |
| Mark Richard Gordon | Chief Investment Officer | CFP CFA | Jan 2012 (15y) | Less than 5% |
| Tyler Justin Scott | Wealth Architect | CFP CFA | Sep 2012 (14y) | Less than 5% |
| Yi, Jina | Coo/Cco | Jan 2016 (11y) | Less than 5% | |
| Wai Fung Tang | Registered representative | CFA | Jul 2019 (7y) | |
| Jessica Ng | Registered representative | Mar 2023 (3y) | ||
| Justin Philip Mazzon | Registered representative | CFA | Nov 2023 (3y) | |
| Peter Chen Trinh | Registered representative | CFP | Jan 2024 (3y) | |
| Charles Duc Huy Tran | Registered representative | CFP | May 2024 (2y) | |
| Amy Elizabeth Cono | Registered representative | CFP | Aug 2024 (2y) | |
| Christopher John Missirlian | Registered representative | CFP | Jan 2025 (2y) | |
| Samuel Koji Mitsui Reyes | Registered representative | Feb 2025 (1y) | ||
| Alexis Marriott | Registered representative | Apr 2025 (1y) | ||
| Lillian Grace Swenson | Registered representative | Apr 2025 (1y) | ||
| Jacqueline Lares | Registered representative | CFP | Jan 2026 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Johnsen Family Living Trust Dated 12/5/2005 | Owner | Dec 2005 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 920 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $1.8B (76% of AUM) Mar 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗