WEATHERLY ASSET MANAGEMENT LP
Doing business as WEATHERLY ASSET MANAGEMENT. SEC Form ADV profile.
Total regulatory AUM
$1,677,953,909
Discretionary
$1,664,879,238
Non-discretionary
$13,074,671
Firm details
- CRD number
- 106935
- SEC file number
- 801-48177
- Main office
- DEL MAR, CA, United States
- Employees
- 16
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Fixed fees Other
As of October 2026.