Overview
Assets Under Management: $1.1 billion
Headquarters: SAN LUIS OBISPO, CA
High-Net-Worth Clients: 303
Average Client Assets: $2.7 million
Frequently Asked Questions
WACKER WEALTH PARTNERS, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #145931), WACKER WEALTH PARTNERS, LLC is subject to fiduciary duty under federal law.
WACKER WEALTH PARTNERS, LLC is headquartered in SAN LUIS OBISPO, CA.
WACKER WEALTH PARTNERS, LLC serves 303 high-net-worth clients according to their SEC filing dated March 29, 2024. View client details ↓
According to their SEC Form ADV, WACKER WEALTH PARTNERS, LLC offers financial planning, portfolio management for individuals, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and pension consulting services. View all service details ↓
WACKER WEALTH PARTNERS, LLC manages $1.1 billion in client assets according to their SEC filing dated March 29, 2024.
According to their SEC Form ADV, WACKER WEALTH PARTNERS, LLC serves high-net-worth individuals, pooled investment vehicles, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Pooled Investment Vehicles, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 303
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 72.21%
Average Client Assets: $2.7 million
Total Client Accounts: 723
Discretionary Accounts: 721
Non-Discretionary Accounts: 2
Regulatory Filings
CRD Number: 145931
Filing ID: 1826071
Last Filing Date: 2024-03-29 14:36:00