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Amy Elizabeth Cono

Wealth Architects, LLC

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About Amy Elizabeth Cono

Amy Elizabeth Cono is a financial advisor currently registered with Wealth Architects, LLC based in Mountain View, CA. Amy Elizabeth Cono has been working in the financial industry since January 2008. Amy Elizabeth Cono has a Series 63, SIE, and Series 7 licenses and is a Certified Financial Planner. Amy Elizabeth Cono provides financial planning, investment consulting, and portfolio management services to individuals and businesses. Prior to joining Wealth Architects, LLC, Amy Elizabeth Cono worked for LION STREET FINANCIAL, LLC and NFP ADVISOR SERVICES, LLC.

Firm Information

Amy Cono is currently registered with Wealth Architects, LLC. Wealth Architects, LLC is a registered investment advisor based in Mountain View, CA. The firm provides investment consulting and financial planning services to individuals, high-net-worth individuals, and charitable organizations. They manage a total of $1,778,292,712 in regulatory assets under management.
Wealth Architects, LLC

800 WEST EL CAMINO REAL

MOUNTAIN VIEW, CA 94040

$1.78B

Assets Under Management

Not reported

Total Clients

16

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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investment consulting

Investment consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Amy Cono’s Registration & Firm History

CA

08/13/2024 - Present

Wealth Architects, LLC (MOUNTAIN VIEW CA)

CA

03/05/2015 - 07/23/2024

LION STREET FINANCIAL, LLC (Los Gatos CA)

CA

01/23/2008 - 01/02/2015

NFP ADVISOR SERVICES, LLC (LOS GATOS CA)

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Licenses & Designations

BC

Issued 11/17/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 01/22/2008

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Amy Elizabeth Cono.
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