Wealthfront Advisers LLC
Wealthfront Advisers LLC is an SEC-registered, software-based investment adviser headquartered in Palo Alto, California. Founded in 2008 as kaChing, the firm pivoted to automated wealth management, offering fully digital investment portfolios optimized for individual client goals and risk tolerance. As of March 2025, Wealthfront manages over $80 billion in assets for more than one million accounts, serves retail investors primarily in the United States, and employs software engineers, portfolio managers, and financial professionals to deliver its services.
Investment Strategy
Wealthfront Advisers LLC delivers automated, software-based investment advisory and portfolio management via its proprietary digital platform. Investment plans are tailored to each client's risk profile, with asset allocation across optimal ETFs and portfolio rebalancing handled automatically. The firm offers tax-loss harvesting, 529 college savings portfolios, and customized investments, using algorithms to optimize portfolios for risk, return, and tax efficiency. Clients can adjust portfolios within recommended parameters, and software-driven investment plans are supported by risk assessment tools asking both subjective and objective questions to measure investor profile.
Top Holdings
Equity Positions (957)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VTI | VANGUARD INDEX FDS | 13.46% | $5.23B | 17,195,561 | $184.06 | $303.93 | +$836.7M |
V VEA | VANGUARD TAX-MANAGED FDS | 8.30% | $3.22B | 56,554,758 | $41.87 | $57.01 | +$155.5M |
S SCHF | SCHWAB STRATEGIC TR | 6.24% | $2.42B | 109,691,724 | $16.86 | $22.10 | +$351.9M |
I IEMG | ISHARES INC | 5.93% | $2.30B | 38,349,297 | $50.77 | $60.03 | +$176.9M |
V VWO | VANGUARD INTL EQUITY INDEX F | 5.79% | $2.25B | 45,479,372 | $41.54 | $49.46 | +$193.7M |