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| Keyboard |
| Weatherly Asset Management LP
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|---|---|
| CRD # | 106935 |
| SEC # | 801-48177 |
| CIK # | |
| AUM | 1,678.0 M (2026-02-25) |
| Employees | 16 (62% Investors, 0% Brokers) |
| Phone | 858-259-4507 |
| Address | 832 Camino del Mar, Suite 4 del Mar, CA 92014 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 90 | 38.7 |
| (b) Individuals (high net worth individuals) | 281 | 1,584.7 |
| (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 | 45.7 |
| (h) Charitable organizations | 3 | 3.5 |
| (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 | 2 | 5.4 |
| (n) Other | 0 | 0.0 |
| Total | 1,348 | 1,678.0 |
| By Discretionary | ||
| Discretionary | 1,318 | 1,664.9 |
| Non-Discretionary | 30 | 13.1 |
| Total | 1,348 | 1,678.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,678.0 | |
| Total | 1,348 | 1,678.0 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Institutional, Retail, Research |
| Comparable Firms | State | AUM |
|---|---|---|
|
Novem Group
✚
|
NY | 1,717.6 M |
|
Accurate Wealth Management LLC
✚
|
FL | 1,710.3 M |
|
Magnolia Capital Advisors LLC
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|
MS | 1,691.5 M |
|
Clearwater Capital Advisors LLC
✚
|
IL | 1,681.3 M |
|
Journey Advisory Group LLC
✚
|
KY | 1,654.1 M |
|
Personal CFO Solutions LLC
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|
NJ | 1,649.3 M |
|
Lyell Wealth Management LP
✚
|
CA | 1,647.1 M |
|
Strategic Wealth Partners Ltd
✚
|
OH | 1,644.7 M |
|
Scarborough Advisors LLC
✚
|
MD | 1,643.4 M |
|
Buck Wealth Strategies LLC
✚
|
CO | 1,643.0 M |