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Leotie Fukawa

Investment Adviser Representative at Wealthfront Advisers LLC

San Francisco, CACRD #7037694Dual-registered
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
8 yrs
Exams Passed
4

Professional summary

Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.

Leotie Fukawa is an investment adviser representative with Wealthfront Advisers LLC in San Francisco, CA, where they have been registered since 2019. They have worked in the securities industry since 2018 and were previously registered with Grove. They have passed 4 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in California.

Office

261 Hamilton Ave.
Palo Alto, CA 94301

Advisors at this office: 23

Branch office as filed with FINRA, counting current advisors in the directory who work there.

Registrations & licenses

Registration type
Dual-registered
As of August 14, 2026, from the advisor's current registrations on SEC IAPD
State registrations
Investment adviser:
California
Broker:
1 state or territory

California

Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.

Examinations passed
Series 66
Uniform Combined State Law Examination
Passed 11/1/2019
Series 7
General Securities Representative Examination
Passed 10/18/2019
SIE
Securities Industry Essentials Examination
Passed 10/9/2019
Series 24
General Securities Principal Examination
Passed 12/16/2024

Financial-firm registration history

Registration history as reported to FINRA, most recent first.

Wealthfront Brokerage LLCCurrent
10/18/2019 – San Francisco, CA
Wealthfront Advisers LLCCurrent
9/25/2019 – Palo Alto, CA
Grove
10/26/2018 – 9/6/2019San Francisco, CA

Reported employment history

Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.

  1. Grove Advisors LLC
    May 2018 – Aug 2019San Francisco, CA
  2. Vista Wealth Management, LLC
    Aug 2017 – Feb 2018San Francisco, CA
  3. Wooster Corthell Wealth Management Inc.
    Nov 2016 – Jul 2017Glastonbury, CT
  4. Wooster Corthell Wealth Management Inc.
    Jul 2016 – Nov 2016Glastonbury, CT
  5. Wealthfront Brokerage LLC
    Aug 2019 – no end date reportedPalo Alto, CA
  6. Wealthfront Advisers, LLC
    Aug 2019 – no end date reportedPalo Alto, CA

Official records & sources

Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About Wealthfront Advisers LLC

These details describe the firm overall. Individual advisors' services, clients, and fees may differ.

Fee arrangements the firm reports

  • Percentage of assets under management
  • Other
Firm account minimum
$500
Estimated blended rate
0.0025

Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Services the firm offers

Portfolio Management for Individuals and Small BusinessesPortfolio Management for Businesses and Institutions

Client types the firm serves

IndividualsHigh Net WorthCharitable OrganizationsCorporations

Firm assets under management

$25B+

Firm disclosures (Form ADV)
Disciplinary history reportedVerify on SEC IAPD
Advisors listed on AdvisorFinder:
40
Offices listed on AdvisorFinder:
1
Main office:
Palo Alto, CA
SEC file number:
801-69766

Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.

Form ADV data as of July 23, 2026

View full firm profile

Other advisors at Wealthfront Advisers LLC

Showing 12 of 40 in the directory

View Wealthfront Advisers LLC firm profile

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About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Leotie Fukawa has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.

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Leotie Fukawa (Wealthfront Brokerage) - Fees & Credentials