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Alexis Marriott

Wealth Architects, LLC

Mountain View, CA

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Current Employers
Wealth Architects, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-04-24
  • CA RA
    APPROVED
    Since 2025-04-24

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
Wealth Architects Mountain View CA 02/2025 Present
Integris Wealth Management Monterey CA 09/2023 10/2023
Integris Wealth Management Monterey CA 06/2023 07/2023
Boxing Strong Monterey Monterey CA 01/2023 12/2023
California State University--Monterey Bay Seaside CA 08/2019 05/2024
Palo Alto High School Palo Alto CA 08/2015 05/2019
Unemployed Palo Alto CA 05/2024 02/2025
  • 02/2025 → Present
    Wealth Architects
    Mountain View, CA
  • 09/2023 → 10/2023
    Integris Wealth Management
    Monterey, CA
  • 06/2023 → 07/2023
    Integris Wealth Management
    Monterey, CA
  • 01/2023 → 12/2023
    Boxing Strong Monterey
    Monterey, CA
  • 08/2019 → 05/2024
    California State University--Monterey Bay
    Seaside, CA
  • 08/2015 → 05/2019
    Palo Alto High School
    Palo Alto, CA
  • 05/2024 → 02/2025
    Unemployed
    Palo Alto, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-23
  • S65 Uniform Investment Adviser Law Examination
    2025-04-23

View on SEC IAPD

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Other Investors

Jack H Teale
Jin W Shin
Brenda Castellanos Rojas
Serop Kupelian
Shahrzad Keshavarz Adeli
MARK RICHARD GORDON
Jessica Ng
LILLIAN GRACE SWENSON

Other Offices

J.P. MORGAN SECURITIES LLC · MOUNTAIN VIEW, CA
NOOSPHERE VENTURES MANAGEMENT COMPANY, LLC · MOUNTAIN VIEW, CA
EL CAMINO GLOBAL CAPITAL, LLC · MOUNTAIN VIEW, CA
AP INVESTMENT MANAGEMENT · MOUNTAIN VIEW, CA
NIMBLE VENTURE STUDIO LLC · MOUNTAIN VIEW, CA
OSAIC ADVISORY SERVICES, LLC · MOUNTAIN VIEW, CA
ELEFUND MANAGEMENT COMPANY, LLC · MOUNTAIN VIEW, CA
ALPHASKEW MC, LLC · MOUNTAIN VIEW, CA

More in Mountain View, CA

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