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Lillian Grace Swenson

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
Corient Menlo Park CA 03/2023 03/2025
Western Technology Investment (Wti) Portola Valley CA 05/2022 08/2022
Washington University In St Louis St Louis MO 08/2018 12/2022
Valley Christian High School San Jose CA 08/2014 05/2018
Corient Services Llc Miami FL 01/2024 03/2025
Wealth Architects Mountain View CA 03/2025 Present
  • 03/2023 → 03/2025
    Corient
    Menlo Park, CA
  • 05/2022 → 08/2022
    Western Technology Investment (Wti)
    Portola Valley, CA
  • 08/2018 → 12/2022
    Washington University In St Louis
    St Louis, MO
  • 08/2014 → 05/2018
    Valley Christian High School
    San Jose, CA
  • 01/2024 → 03/2025
    Corient Services Llc
    Miami, FL
  • 03/2025 → Present
    Wealth Architects
    Mountain View, CA
Previous Registrations
  • 2023-07-17 → 2025-03-18
    Corient
    Menlo Park, CA
    Miami, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-07-17
  • S65 Uniform Investment Adviser Law Examination
    2023-07-17
Other Names
  • Lily Swenson

View on SEC IAPD

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OSAIC ADVISORY SERVICES, LLC
ELEFUND MANAGEMENT COMPANY, LLC
ALPHASKEW MC, LLC

Other Investors

Jack H Teale
Jin W Shin
Brenda Castellanos Rojas
Serop Kupelian
Shahrzad Keshavarz Adeli
MARK RICHARD GORDON
Jessica Ng
Justin Philip Mazzon

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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