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William Tyler Weihs

Wealthfront Advisers LLC

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About William Tyler Weihs

William Tyler Weihs is an investment advisor representative registered in California. William Weihs is currently employed with Wealthfront Advisers LLC and has been employed there since 2021. William Weihs has been in the industry since 2020. William Weihs is registered with FINRA, the California Department of Corporations, and the SEC. Wealthfront Advisers LLC is a registered investment advisor with the SEC. The firm's main office is located in Palo Alto, California. Wealthfront Advisers LLC primarily provides investment advisory services to individuals, corporations, and charitable organizations. They also provide portfolio management services for businesses and individuals.

Firm Information

William Weihs 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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William Weihs’s Registration & Firm History

CA

06/15/2021 - Present

Wealthfront Advisers LLC (PALO ALTO CA)

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Licenses & Designations

BOTH

Issued 06/09/2021

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/26/2021

Series 24 - General Securities Principal Examination

BC

Issued 05/14/2021

Series 7TO - General Securities Representative Examination

BC

Issued 04/15/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for William Tyler Weihs.
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