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Leigh M Shimamoto

Wealth Architects, LLC

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About Leigh M Shimamoto

Leigh M. Shimamoto is a Certified Financial Planner™ who has been in the financial industry since 2001. Leigh has been a registered investment advisor representative with Wealth Architects, LLC since 2020. Leigh has been a part of Wealth Architects, LLC's Mountain View, CA branch since 2020. Previously, Leigh worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated in New York, NY. Leigh is registered to provide investment advisory services in California.

Firm Information

Leigh Shimamoto 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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Leigh Shimamoto’s Registration & Firm History

CA

03/20/2020 - Present

Wealth Architects, LLC (MOUNTAIN VIEW CA)

NY

04/16/2001 - 06/20/2005

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 09/24/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/11/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Leigh M Shimamoto.
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