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Iori Omura

Wealthfront Advisers LLC

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About Iori Omura

Iori Omura is a financial advisor registered in the state of California. Iori has been working in the financial services industry for over 10 years. Currently, Iori is associated with Wealthfront Advisers LLC. Iori is also a registered representative with the firm. Previously, Iori has worked with several firms including WEALTHFRONT BROKERAGE LLC, CHARLES SCHWAB & CO., INC., and UNIONBANC INVESTMENT SERVICES, LLC. Iori specializes in providing financial advice to individuals and businesses. Iori holds the Series 6, Series 7, Series 24, Series 63 and Series 65 licenses. Iori is also a Certified Financial Planner.

Firm Information

Iori Omura 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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Iori Omura’s Registration & Firm History

CA

02/22/2024 - Present

Wealthfront Advisers LLC (PALO ALTO CA)

CA

11/03/2016 - 04/01/2022

WEALTHFRONT BROKERAGE LLC (Palo Alto CA)

CA

09/28/2011 - 11/10/2015

CHARLES SCHWAB & CO., INC. (MENLO PARK CA)

CA

04/21/2010 - 08/02/2011

UNIONBANC INVESTMENT SERVICES, LLC (SAN JOSE CA)

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Licenses & Designations

IA

Issued 02/18/2009

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/30/2008

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/14/2020

Series 24 - General Securities Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/2017

Series 99 - Operations Professional Examination

BC

Issued 11/01/2011

Series 7 - General Securities Representative Examination

BC

Issued 04/20/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Iori Omura.
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