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CODE WAECHTER LLC
CRD 289372 · SEC 801-119308
4890 W. KENNEDY BLVD., SUITE 680, TAMPA, FL, 33609, United States
Phone
813-287-8775
Fax
813-281-5394
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$409.0M
Discretionary AUM
$409.0M
Team
9 total employees; 5 advisory reps
Clients
101-250
Fees
Percentage of AUM; Fixed fees
Org form
Limited Liability Company
Filing date
2026-01-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 189 | $56.8M |
| High net worth individuals | 133 | $349.6M |
| Charitable organizations | 1 | $2.5M |
| Corporations/business entities | 1 | $220K |
States served
GA, TX, NH, FL
All web addresses on file
Official SEC filing: View on IAPD