Fee information for Weatherly Asset Management is available in its SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #106935), Weatherly Asset Management is subject to fiduciary duty under federal law.
Weatherly Asset Management is headquartered in DEL MAR, CA.
Weatherly Asset Management serves 281 high-net-worth clients according to their SEC filing dated February 25, 2026. View client details ↓
According to their SEC Form ADV, Weatherly Asset Management offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
Weatherly Asset Management manages $1.7 billion in client assets according to their SEC filing dated February 25, 2026.
According to their SEC Form ADV, Weatherly Asset Management serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓