Wealthfront Advisers LLC

Registered investment adviser · Palo Alto, CA · CRD #148456

Form ADV data as of 2026-09-01

Regulatory assets

$47.73 billion

Total accounts

687,493

Employees

432

Disclosure events

Firm details

Website: https://www.youtube.com/user/wealthfrontvideos
Telephone: 855-695-8437
SEC file number: 801-69766
Most recent Form ADV filing: 2026-07-23
SEC record: View this firm on the SEC's IAPD site

Disciplinary disclosures

This firm reports 3 disclosure questions answered Yes, covering 3 reported events. Form ADV Item 11 covers charges and pending proceedings as well as findings, so a Yes answer is not itself a finding of wrongdoing. The underlying detail is filed with the SEC.

SEC or CFTC found a violation of its regulations or statutes
SEC or CFTC entered an order in connection with investment-related activity
SEC or CFTC imposed a civil money penalty or a cease-and-desist order

Assets and accounts

Provides continuous and regular supervisory or management services	Yes
Discretionary regulatory assets under management	$46.03 billion
Non-discretionary regulatory assets under management	$1.70 billion
Total regulatory assets under management	$47.73 billion
Discretionary accounts	618,466
Non-discretionary accounts	69,027
Total accounts	687,493
Regulatory assets under management attributable to non-U.S. persons	$0

People

Total employees (excluding clerical)	432
Employees performing investment advisory functions (including research)	24
Employees who are registered representatives of a broker-dealer	65
Employees registered as investment adviser representatives with a state	37
Employees registered as IARs for another investment adviser	0
Employees who are licensed insurance agents	0
Firms or persons who solicit advisory clients on the firm's behalf	24

Custody

Has custody of client cash or bank accounts	No
Has custody of client securities	No
Client funds and securities held in the firm's custody	$0
Clients for whom the firm has custody	0
A related person has custody of client cash or bank accounts	Yes
A related person has custody of client securities	Yes
Client funds and securities held in a related person's custody	$47.73 billion
Clients for whom a related person has custody	518,639
The firm acts as a qualified custodian	No
A related person acts as a qualified custodian	Yes
Number of persons acting as qualified custodians for the firm's clients	4

How the firm is compensated

A percentage of assets under managementOther

Advisory services offered

Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients

Affiliated related persons

Broker-dealer, municipal securities dealer, or government securities broker or dealerOther investment adviser (including financial planners)

Reported conflicts of interest

Form ADV Items 8 asks advisers to disclose arrangements that may create a conflict with client interests. This firm answered Yes to:

Recommends securities in which it has another sales interest
Brokers or dealers selected under 8.C.(3) are related persons
Recommends brokers or dealers to clients
Brokers or dealers recommended under 8.E. are related persons
Compensates a non-employee for client referrals

Client types

Type of client	Clients	Assets
Individuals (other than high net worth individuals)	505,816	$30.25 billion
High net worth individuals	12,784	$17.19 billion
Charitable organizations	21	$201.3 million
Corporations or other businesses not listed above	18	$91.3 million