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WEATHERLY ASSET MANAGEMENT
WEATHERLY ASSET MANAGEMENT LP
CRD 106935 · SEC 801-48177
832 CAMINO DEL MAR, SUITE 4, DEL MAR, CA, 92014, United States
Phone
858-259-4507
Fax
858-259-0782
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$1.68B
Discretionary AUM
$1.66B
Team
16 total employees; 10 advisory reps
Clients
26-50
Fees
Percentage of AUM; Fixed fees; A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Org form
Limited Partnership
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Portfolio management (institutions)Pension consultingPublication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 90 | $38.7M |
| High net worth individuals | 281 | $1.58B |
| Pension/profit sharing plans | 5 | $45.7M |
| Charitable organizations | 3 | $3.5M |
| Corporations/business entities | 2 | $5.4M |
States served
AZ, CA, IL, LA, MA, NV, NY, OR, WA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD