Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Iris? Claim Your ProfileIris Nguyen is a registered Investment Advisor Representative with Wealth Architects, LLC. Iris has been with the firm since August 2011 and has been registered with the state of California since December 2012. Iris earned the Series 65 license by passing the Uniform Investment Adviser Law Examination. Wealth Architects, LLC, is a firm based in Mountain View, California that provides financial planning and investment consulting services. The firm has over $1.77 billion in assets under management.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Investment consulting
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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CA
12/14/2012 - Present
Wealth Architects, LLC (MOUNTAIN VIEW CA)
IA
Issued 12/13/2012
Series 65 - Uniform Investment Adviser Law Examination
Active
Inactive
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