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Anna Cardenas

Wealthfront Advisers LLC

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About Anna Cardenas

Anna Cardenas is an investment advisor representative for Wealthfront Advisers LLC. Anna has been in the industry since 2014. Anna currently holds a Series 66 registration through Wealthfront Advisers LLC. The firm has offices in San Francisco, California and Palo Alto, California.

Firm Information

Anna Cardenas is currently registered with Wealthfront Advisers LLC. Wealthfront Advisers LLC is a Registered Investment Adviser based in Palo Alto, California. The firm manages approximately $35.9 billion in assets for over 536,000 clients. They offer portfolio management services for individuals and businesses, and participate in wrap fee programs. Wealthfront Advisers LLC primarily serves high-net-worth individuals, individuals other than high-net-worth, corporations, and charitable organizations.
Wealthfront Advisers LLC

261 HAMILTON AVE.

PALO ALTO, CA 94301

$35.92B

Assets Under Management

Not reported

Total Clients

27

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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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.

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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percentage of assets

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

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other

Revenue share with affiliate - bd

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Anna Cardenas’s Registration & Firm History

CA

10/25/2024 - Present

Wealthfront Advisers LLC (San Francisco CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Anna Cardenas.
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