Peter Chen Trinh
Investment adviser representative at Wealth Architects, LLC
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$2.4BFirm assets
Are you Peter Chen Trinh? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- Wealth Architects, LLCJan 2024 to now
- UnemployedSep 2023 to Jan 2024
- Sand Hill Global AdvisorsJan 2020 to Sep 2023
- Michael ByrneJun 2018 to Jan 2020
- Douglas MillerNov 2015 to Jan 2020
- Northwestern Mutual Investment Services LLCAug 2015 to Jan 2020
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
State registrations
Registered as an investment adviser representative in 1 state (CA).
Wealth Architects, LLC
$2.4BAssets managed
437Clients
16Advisers
21 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 6327333
- Firm CRD
- 135373