Best Investors Account Sign in
Inactive

Christopher John Missirlian

Wealth Architects, LLC

Mountain View, CA

CRD 6537960

Claim This Profile
Employer firm

Wealth Architects, LLC CRD 135373

$2.42B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers
  • INVESTMENT CONSULTING

From the firm’s Form ADV. Read the guides:

Current Employers
Wealth Architects, Llc

800 West El Camino Real Suite 201, Mountain View, CA 94040 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
  • CA RA
    APPROVED
    Since 2025-01-01

Branch Locations

800 West El Camino Real Suite 201, Mountain View, CA 94040 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Parkworth Wealth Management, Inc San Jose CA 06/2015 05/2018
Parkworth Wealth Management, Inc. San Jose CA 05/2018 08/2022
Wealth Architects, Llc Mountain View CA 01/2023 Present
Unemployed San Jose CA 08/2022 01/2023
  • 06/2015 → 05/2018
    Parkworth Wealth Management, Inc
    San Jose, CA
  • 05/2018 → 08/2022
    Parkworth Wealth Management, Inc.
    San Jose, CA
  • 01/2023 → Present
    Mountain View, CA
  • 08/2022 → 01/2023
    Unemployed
    San Jose, CA
Previous Registrations
  • 2015-08-07 → 2022-08-08
    Parkworth Wealth Management, Inc.
    Los Gatos, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-08-07
  • S65 Uniform Investment Adviser Law Examination
    2015-08-07
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

Nearby Investors

Nearby Offices

More in Mountain View, CA

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor