# Wealth Architects, LLC

> Financial dashboard, document vault, reports, and budgeting tools in a secure app. (iPhone/iPad app by Wealth Architects, LLC.)

- Source: https://appshunter.io/ios/app/wealth-architects-llc/id1465328473 (this page in markdown: same URL + `.md`)
- Developer: [Wealth Architects, LLC](https://appshunter.io/developer/1465328472)
- Category: Finance
- Price: Free
- Rating: 4.00/5 from 2 App Store ratings · 2 written reviews indexed
- Age rating: 17+
- Requires: iOS 10.0 · 65 MB
- Released: 2019-06-07
- Data updated: 2026-06-01
- Monetization: free
- User reviews in markdown: https://appshunter.io/ios/app/wealth-architects-llc/id1465328473/reviews.md

## What is Wealth Architects, LLC?

This app provides an intuitive financial dashboard of your finances, document vault, interactive reports, budgeting tools and more – all in a secure and easy to use mobile app.
	
TOP FEATURES
•	Interactive dashboard showing you your complete financial picture.
•	Dynamic reports with current investment information.
•	Document vault for securely sending and receiving files with your financial advisor.
•	And more!

## Key features

- Interactive financial dashboard
- Dynamic investment reports
- Secure document vault
- Budgeting tools
- Comprehensive financial overview

## Recent user reviews (2 of 2)

All indexed reviews: https://appshunter.io/ios/app/wealth-architects-llc/id1465328473/reviews.md

### 5/5 — Outstanding

*2023-11-22*

Truly impressed with this team and their ability to help build wealthier lives beyond just financial security. Highly recommended.

### 3/5 — Can't upload or download

*2023-06-12*

Layout, menus, etc are fine, but the main problem is you can't upload or download (save) any files! Those are the most important features, at least to me.

## Frequently asked questions about Wealth Architects, LLC

### What is Wealth Architects, LLC?

Wealth Architects, LLC is a finance app that provides an intuitive dashboard, interactive reports, a document vault, and budgeting tools to help users manage their finances.

### Is Wealth Architects, LLC free to use?

Yes, Wealth Architects, LLC is available for free on supported devices like iPhone and iPad.

### What devices does Wealth Architects, LLC support?

Wealth Architects, LLC is available on iPhone, iPad, and iPod.

### How secure is the document vault in Wealth Architects, LLC?

The app offers a secure document vault for sending and receiving files with your financial advisor, ensuring the safety of your sensitive information.

### What kind of reports does Wealth Architects, LLC offer?

The app provides dynamic reports that include current investment information, giving users insight into their financial performance.

### When was Wealth Architects, LLC last updated?

The latest version of Wealth Architects, LLC was updated on November 11, 2022.

### What is the age rating for Wealth Architects, LLC?

Wealth Architects, LLC has an age rating of 17+, indicating it is intended for mature audiences.

### What do users think of Wealth Architects, LLC?

Based on available data, Wealth Architects, LLC has a rating of 4.0 stars from 2 ratings.

## Version history (last 3 releases)

### 2.0.1031009 — 2022-11-11

Updated features and removed bugs.

### 2.0.447716 — 2019-06-13

Bug fixes and performance improvements.
• Updated app name to comply with Apple’s new shorter name requirements
.

### 2.0.440412 — 2019-06-06

No release notes.

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*Data collected daily from the US App Store and indexed by [AppsHunter](https://appshunter.io/). User reviews are verbatim App Store reviews. Ratings, prices and chart positions refresh continuously; this snapshot is from 2026-06-01.*