AdFi
EA

ETF Architect

SEC Registered

An Affordable, Turnkey, and Transparent White Label ETF Platform.

Newtown Square, PAhttps://etfarchitect.com1.215.330.4476
Assets Under Management
$25B+
Year Founded
2013
Employees
44
Office Locations
1 office
Total Accounts
222

About the firm

ETF Architect is a veteran-owned and operated white label ETF platform that partners with fund managers, RIAs, and family offices to build, launch, and manage ETFs. The firm offers product development, ETF operations management, and tax-free conversion services for SMAs, mutual funds, and hedge funds into the ETF structure. Established in 2013, the platform manages over 107 ETFs with $36.5B+ in AUM.

Firm Focus

Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.

Investment CompaniesPension/Profit Sharing

Areas of expertise

White Label ETF PlatformETF LaunchETF OperationsTax-free ConversionsSMA ConversionsMutual Fund ConversionsHedge Fund Conversions351 ExchangesETF Product DevelopmentVeteran-ownedVertically Integrated

Services

Product development, planning, and consulting pre-launch; ETF launch support and education; ongoing ETF operations management; tax-free conversions of separately managed accounts (SMAs), mutual funds, and hedge funds into ETFs; and proprietary 351 Architect software for managing legal, compliance, tax, and diversification requirements for tax-free exchanges.

Who they serve

Independent RIAs, family offices and UHNW individuals, mutual funds, hedge funds, banks and brokers, institutions, consultants, and entrepreneurs seeking to bring new investment strategies to market via the ETF structure.

Client segmentClientsAssets managed
Individuals (Non-HNW)28$63M
High Net Worth Individuals88$789M

Leadership

Alpha Architect
OWNER (100%)
Wesley Robert Gray
CHIEF INVESTMENT OFFICER
John Robert Vogel
CHIEF FINANCIAL OFFICER
Patrick Russell Cleary
CHIEF EXECUTIVE OFFICER
Llc Empirical Finance
OWNER (100%)
Wesley Robert Gray
EXECUTIVE MANAGING MEMBER
Ryan Kirlin
MANAGING MEMBER
Brandon Dale Koepke
PORTFOLIO MANAGER
Jessica Dawn Leighty
CHIEF COMPLIANCE OFFICER

Office locations

1 office in 1 state
PA
Newtown SquareHQ

Advisors at this firm

6 advisors in the directory

Regulatory & compliance

CRD number
#171412
SEC Number
801-79835
Disciplinary History
No
Fee Model & Minimums
Model: AUM / Flat Fee

Data as of March 18, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Contact Information

Editorial disclosure

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ETF Architect 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 the SEC or FINRA websites before making any decision.

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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ETF Architect in Newtown Square, PA | AdvisorFinder