*Update 07/06/20* We hope all of our clients and loved ones continue to stay healthy and as peaceful as can be. The Weatherly Team is here to help. We continue to conduct business seamlessly and securely from our office and home offices. While financial services firms are excluded from the California stay at home order, the health of clients and our team remain paramount. Our team continues to work remotely since 3/16/20, adapting to ongoing strategies for phasing back to the office. Calls continue to be routed appropriately to ensure your ability to connect with us during business hours.

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About Us

2019 Inc. 5000: The Fastest-Growing Private Companies

Del Mar, CA - September, 2019

Weatherly Asset Management, L.P. was included in the 2019 Inc. 5000 list of fastest-growing private companies in America. This list is the publication’s 13th annual ranking of independent advisory firms, and was published in the July 2019 issue. To view the article and list, click here https://www.inc.com/inc5000/2019/top-private-companies-2019-inc5000.html

Companies on the 2019 Inc. 5000 list are ranked according to percentage revenue growth from 2015-2018. To be eligible, the company must 1) be privately-owned, based in the United States, and independent (not a subsidiary or division of another company); 2) have generated revenue by March 31st, 2015; 3) have generated at least $100,000 in revenue in 2015; 4) have generated at least $2 million in revenue in 2018; and 5) have had revenue in 2018 that exceeded revenue in 2015. Inc. defines revenue as gross revenue, less returns and allowances, before any cost of goods sold. Inc. requires eligible companies to complete one of three revenue verification process options. Weatherly completed Inc.’s Revenue Verification Form, and had the Firm’s 3rd party certified public accountant sign the form attesting to the complete accuracy of the information. The CPA is a licensed professional with credentials that are current and in good standing, per requirements of Inc.’s verification process.

Growth rates used to determine company rankings were calculated to three decimal places. Over 5000 companies applied to be considered for the list. There were no ties on this year’s Inc. 5000. Weatherly was ranked 4662.

Weatherly received an email invitation to participate in Inc. 5000’s ranking list from Weatherly’s Vistage Group Chair, Charles Furman, and a 20% discount to apply. Vistage is a partner of Inc.

Weatherly paid for digital and hard copy reprints of the list. Weatherly was not required to advertise in, or subscribe to, Inc. magazine.

No organizational memberships were required of the Firm or individuals. Inclusion in the ranking is not representative of any one client’s experience and is not indicative of Weatherly’s future performance. Weatherly is not aware of any facts that would call into question the validity of the list or the appropriateness of advertising the ranking in the list.

About Weatherly Asset Management, L.P.

Weatherly Asset Management, L.P. is a Registered Investment Advisor, located in Del Mar, California, dedicated to providing high quality, holistic and innovative wealth management services to high net worth individuals, small businesses and institutional clients since inception of the Firm in 1994.

Our comprehensive approach to all aspects of a client’s financial life, the extensive experience of our principals, and the accessibility of experts, set us apart from other firms.

Our primary business focus is money management, with each account individually managed to maximize wealth preservation and growth over time. We also provide advice related to retirement planning, tax planning, philanthropic planning, financial planning and college planning, as well as estate planning and wealth transfer guidance. Our goal is to provide clients with as much information as necessary to effectively manage portfolios and help achieve their financial goals.

Weatherly Asset Management, L.P. is the investment advisory division of Weatherly Asset Management, Inc. As an independent partnership, the Firm is wholly owned and operated by the partnership.

For information on our wealth management team, and for a full list of services we provide, please visit: http://www.weatherlyassetmgt.com/team/

For information on our ADV filings and Compliance, please visit:

http://www.adviserinfo.sec.gov/IAPD/IAPDFirmSummary.aspx?ORG_PK=106935

http://www.weatherlyassetmgt.com/adv/

If you would like to learn more, please contact:
Carolyn P. Taylor
858-259-4507 Carolyn@weatherlyassetmgt.com