Alexis Marriott
Wealth Architects · Mountain View, California
Alexis Marriott is a fee-only financial advisor at Wealth Architects in Mountain View, California. Alexis focuses on sustainable & impact investing. Wealth Architects reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Wealth Architects |
|---|---|
| Based in | Mountain View, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.42B across 3,047 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8050092 |
| Exams passed | Series 65 (2025) |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.wealtharchitects.com |
How Alexis's firm compares
- Wealth Architects's average account is about $793,000, from its Form ADV (assets managed divided by 3,047 accounts).
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Questions about Alexis
Is Alexis Marriott a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Alexis holds no broker registration, and Wealth Architects reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Alexis charge for financial advice?
Alexis's firm, Wealth Architects, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Alexis Marriott based?
Alexis Marriott is based in Mountain View, California.
What does Alexis specialize in?
Alexis's specialties include sustainable & impact investing.
Is Alexis Marriott registered with the SEC?
Yes. Alexis Marriott is registered as an investment adviser representative in CA (CRD 8050092), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Wealth Architects manage?
Wealth Architects reports $2.42B across 3,047 accounts in assets under management.
How do I contact Alexis Marriott?
Through Alexis's website, www.wealtharchitects.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Wealth Architects website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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