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About Us

2023 InvestmentNews – Best Places To Work

Del Mar, CA - March, 2023

Weatherly Asset Management, L.P. was listed as a winner for the 2023 InvestmentNews Best Places to Work award. InvestmentNews recognized standout employers in the financial advice industry in the United States. There were 75 winners overall, and the list was segmented by employer size categories: 1) Small Employer Category (15-29 US Employees); 2) Medium Employer Category (30-49 US Employees); and 3) Large Employer Category (50+ US Employees). Of the 35 employers in the Small Employer Category, Weatherly was ranked 31. Not all nominees were named winners. To view the full list, click here.

To qualify as one of InvestmentNews’ Best Places to Work for Financial Advisors, an advice firm must be a registered investment adviser (RIA), affiliated with (but not an employee of) an independent broker dealer (IBD), or a hybrid/dually-registered firm affiliated with an IBD and doing business through an RIA, be based in the US, have at least 15 employees, and have been in business for one year. InvestmentNews solicited nominations via email invitation. Participating organizations completed a two-part process to be considered for inclusion on the list. Part 1 consisted of an employer assessment and was worth approximately 25% of the total evaluation. Part 2 consisted of an employee feedback survey and was worth approximately 75% of the total evaluation. Surveys were conducted online. Both the employer and employee data sets are combined to determine the best workplaces. Best Companies Group (BCG) manages the overall registration and survey process and also analyzes the data and uses their expertise to determine the final rankings.

Weatherly was not required to make payments or purchases to nominate, be nominated, be considered, or included on the list related to the award. No organizational memberships were required of the Firm or individuals. Weatherly paid Pars International Corp. (the official logo licensing agent for InvestmentNews) for a wood plaque. The advertisement of nomination for the award 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 award, nominations for the award, or the appropriateness of related advertising.

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:

https://adviserinfo.sec.gov/firm/summary/106935

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

If you would like to learn more, please contact:

Carolyn P. Taylor

858-259-4507

Carolyn@weatherlyassetmgt.com