Wealthfront Strategies Llc
- Regulatory AUM
- $112M
- Discretionary
- $112M
- Clients
- 1
- Avg AUM / client
- $112M
- Accounts
- 1
- Employees
- 21
AUM over time
Annual snapshots from Form ADV filings · as of May 01, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Investment companies | 1 | $112M | 100.0% |
People (4)
| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Fortunato, David | Chief Executive Officer | Feb 2020 (7y) | Less than 5% | |
| Imberman, Alan, Dean | Chief Financial Officer | Feb 2020 (7y) | Less than 5% | |
| Matthews, Jonathan, Foster | Chief Compliance Officer & Secretary | Apr 2020 (6y) | Less than 5% | |
| Kessler, Boris | General Counsel | Sep 2023 (3y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Wealthfront Corporation | Sole Member | Jun 2017 | 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) | 05/01/2026 | 1.06 MB | 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
Services
- • Portfolio management for investment companies
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: May 01, 2026.
View current Form ADV (SEC/IAPD) ↗