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Justin Philip Mazzon

Wealth Architects, LLC

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About Justin Philip Mazzon

Justin Philip Mazzon is an Investment Advisor Representative associated with Wealth Architects, LLC. Justin has been in the industry since 2018, working at multiple companies before joining Wealth Architects, LLC in 2020. Justin holds the Chartered Financial Analyst designation and is licensed in California. Justin is committed to helping clients achieve their financial goals by providing a personalized investment plan. The firm specializes in providing financial planning and investment management services to individuals and businesses.

Firm Information

Justin Mazzon 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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Justin Mazzon’s Registration & Firm History

CA

11/27/2023 - Present

Wealth Architects, LLC (MOUNTAIN VIEW CA)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Justin Philip Mazzon.
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