Wacker Wealth Partners LLC

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Wacker Wealth Partners LLC ✚
CRD #	145931
SEC #	801-68752
CIK #
AUM
Employees	22 (55% Investors, 0% Brokers)
Fees
Minimum
Phone	805-541-1308
Address	892 Aerovista Place San Luis Obispo, CA 93401
Source	[IAPD] [Website] [LinkedIn] [Facebook]

Total AUM ($M) Copy

Type	Form D Funds	Date	Sold	AUM
HF	REW Alt-Balanced LP	[2015-06-26]	16.4 M	8.7 M
	Filed 2015-06-23 (D) · Exemption 506(b), 3(c), 3(c)(1) · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	REW Alt-Equity LP	[2012-03-30]	6.2 M	2.6 M
	Filed 2012-02-15 (D) · Exemption 506 · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose
HF	REW Alt-Income LP	[2012-03-30]	7.8 M	29.5 M
	Filed 2012-02-15 (D) · Exemption 506 · Minimum $100,000 · Remaining Indefinite · Duration More than one year · Net Assets Decline to Disclose

AUM Breakdown	Accounts	AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals)	393	231.7
(b) Individuals (high net worth individuals)	303	824.5
(c) Banking or thrift institutions	0	0.0
(d) Investment companies	0	0.0
(e) Business development companies	0	0.0
(f) Pooled investment vehicles	3	34.7
(g) Pension and profit sharing plans	5	3.3
(h) Charitable organizations	8	30.2
(i) State or municipal government entities	0	0.0
(j) Other investment advisers	0	0.0
(k) Insurance companies	0	0.0
(l) Sovereign wealth funds and foreign official institutions	0	0.0
(m) Corporations or other businesses not listed above	7	13.9
(n) Other	4	3.6
Total	723	1,141.9
By Discretionary
Discretionary	721	1,139.4
Non-Discretionary	2	2.5
Total	723	1,141.9
By Non-United States Persons
Non-United States Persons		0.0
United States Persons		1,141.9
Total	723	1,141.9

Form D Directors	Role	# Filings	# Firms	2011 - 2026
Robert Wacker	Executive Officer	3	2

Firm Profile (Form ADV)
Discretionary AUM	$0.7B
Serves	Institutional, Retail
Fund Types	Hedge Fund

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Wacker Wealth Partners LLC

Assets, Funds, Holdings