Weatherly Asset Management LP is a large advisory firm based in Del Mar. It manages $863.76 million of regulatory assets for 1,310 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Illinois, and 8 other states.
Weatherly Asset Management provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Weatherly Asset Management LP is $863.76 million. The firm's AUM has grown by 1011% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Weatherly Asset Management LP for their services and products based on a percentage of assets under management and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Weatherly Asset Management is high net worth individuals with 238 clients and $782.24 million of assets under management. Among the 8 most similar advisory firms, Weatherly Asset Management has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $863.76 million for 369 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Weatherly Asset Management doesn't advise any private funds.
The company employs 12 people that are either part- or full-time employees. 58 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There are 2 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Weatherly Asset Management LP performs its advisory services is located at 832 Camino Del Mar, Suite 4, Del Mar, CA 92014, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 858-259-4507 or by fax 858-259-0782. The normal business hours are 6:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at weatherlyassetmgt.com.