Lillian Grace Swenson
Investment adviser representative at Wealth Architects, LLC
12 yearsExperience
1 stateRegistered in
$2.4BFirm assets
21 yearsFirm in business
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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
12 years in the industry.
- Wealth Architects, LLCMar 2025 to now
- Corient Services LLCJan 2024 to Mar 2025
- CorientMar 2023 to Mar 2025
- Western Technology Investment (wti)May 2022 to Aug 2022
- Washington University In St LouisAug 2018 to Dec 2022
- Valley Christian High SchoolAug 2014 to May 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2023
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
- 7724460
- Firm CRD
- 135373