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| Happy Holidays!! thanks for using AUM13F!! |
| Weatherly Asset Management LP
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| CRD # | 106935 |
| SEC # | 801-48177 |
| CIK # | |
| AUM | $1.5 B (2025-03-03) |
| Employees | 15 (67% Investors, 0% Brokers) |
| Phone | 858-259-4507 |
| Address | 832 Camino del Mar, Suite 4 del Mar, CA 92014 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 94 | 36.0 |
| (b) Individuals (high net worth individuals) | 268 | 1,407.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 5 | 41.1 |
| (h) Charitable organizations | 3 | 3.4 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 4 | 14.7 |
| (n) Other | 0 | 0.0 |
| Total | 1,310 | 1,502.5 |
| By Discretionary | ||
| Discretionary | 1,283 | 1,490.3 |
| Non-Discretionary | 27 | 12.3 |
| Total | 1,310 | 1,502.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,502.5 | |
| Total | 1,310 | 1,502.5 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Pinnacle Pension Consultants LLC
✚
|
MA | 1.5 |
|
Analyst Portfolio Management Ltd
✚
|
1.5 | |
|
M Financial Asset Management Inc
✚
|
OR | 1.5 |
|
SHP Wealth Management LLC
✚
|
MA | 1.5 |
|
Cary Street Partners Asset Management LLC
✚
|
VA | 1.5 |
|
Clearwater Capital Advisors LLC
✚
|
IL | 1.5 |
|
Independence Square Holdings LLC
✚
|
PA | 1.5 |
|
Annis Gardner Whiting Capital Advisors LLC
✚
|
FL | 1.5 |
|
HBW Advisory Services LLC
✚
|
CA | 1.5 |
|
ERN Financial LLC
✚
|
WI | 1.5 |